Send welcome email via Outlook after Proposify proposal is won, and include onboarding form link
Send welcome email via Outlook after Proposify proposal is won, and include onboarding form link
Send a welcome email to your clients via Microsoft Outlook when their proposal in Proposify is accepted. Include a link to the onboarding form and contact information, ensuring faster onboarding and improved client communication.
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Overview
Send a welcome email to your clients via Microsoft Outlook when their proposal in Proposify is accepted. Include a link to the onboarding form and contact information, ensuring faster onboarding and improved client communication.