On the road and need to send a proposal? The Check Cherry app lets you view and send proposals from your phone.
Sending a Proposal
Tap on a proposal to open it, then tap Send Proposal at the top. You can send via:
- Email: Edit recipients, subject, and body before sending.
- Text/SMS: Send the proposal link via text (requires Twilio).
- Share link: Copy the proposal link to share however you like.
Other Actions
From the proposal detail view you can also change the title, update the status, view the invoice, and add notes.