Your recipients have the option to easily share the proposal you sent them with someone else on their team by simply clicking the “Share” button at the top left of the proposal.

This is a great feature for a couple reasons:

  1. It lets you track who your recipient is sharing your proposal with.

  2. It allows your recipient to proactively add a decision maker to the proposal so the proposal can get accepted and signed faster.

When someone shares your proposal, you will get a notification letting you know who they shared it with and what they said.

In the recipients tab, you will see each new recipient and who invited them.

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