Sharing a proposal via Email

A proposal can be shared directly with the client using LawGro. Your contact shall receive an email with a highly secured link to the proposal. This link is completely secured to prevent any unauthorized access to the proposal.

  1. Go to Proposals Report, select a proposal record you want to share via email.
  2. Click Operations Menu.
  3. Click Email Proposal then you will be redirected to the Email proposal page.
  4. Based on your configurations, LawGro provides an email template, which populates your default message related to Proposal. You can always make changes to this message manually while sharing the proposal over email.
  5. If you select Send me a copy field, then you will also get a copy of proposal via e-mail to your own email id.
  6. Click Send Email to share the proposal over email.

NOTE: You can share a proposal to multiple contacts by entering multiple e-mail addresses each separated by a comma in To field in Email Proposal page. If there are multiple people then everyone gets a copy of the email and secured proposal link.

Sharing a proposal via link

You can copy the secured link to a proposal and then share it on any of your desired channel e.g. email. To share a proposal via secured link, please follow the below steps:

  1. Go to Proposals Report, select a proposal record you want to share via the link.
  2. Click Operations Menu.
  3. Click Share via link then you will be redirected to the Share a link proposal page.
  4. Click Copy to Clipboard to copy the secured link and then share it over desired channels.

Learn more about Proposals


Related Articles:

Create a quick proposal
Customize your proposals
Clone proposal
Download PDF of a proposal
Edit proposal
Proposal searches
Use filters to sort quick proposal
Delete proposal


About LawGro:
LawGro is a virtual law office management software - it enables lawyers to increase client happiness and grow law firm business.

Did this answer your question?