automatic updating of issued proposal?

Follow

Shawn Arnold

• February 24, 2020 16:07

I have found that after I issue a proposal to a customer via text or email that any changes or additions ( whether it is adding or deleting items or loading more photos) I were to make is automatically updated to the customer without me physically sending a new text or email. Can this be turned off. 

I often add notes, drawings or additional photos for use by the office or installation crews in which I do not want sent to the customer.

Please advise.

0

• 

  Josh Macedone

  • August 04, 2020 05:00

  I need the same help!

   

  0

  Comment actions Permalink

Please sign in to leave a comment.