How do I send a proposal for client viewing and modification?

1. Navigate to the Wholesale Accounts module and select the desired account.
2. Click on the Proposals tab and ensure the proposal you want to send is prepared.
3. Click the three-dotted button next to the desired proposal and select Send Proposal.
4. In the Build Message dialog, review the email content and choose the recipient, then press Send.
5. The client can follow the link in the email to review and modify the proposal.
6. After reviewing and making modifications, the client can press Submit Order, creating a draft sales order.
7. You can then finalize the draft sales order in the Sales Orders tab.

Related Article: How to Send a Proposal for Viewing/Modification