How to send a client an email or link from the P2P tool

Log into your P2P dashboard

• From the Proposals page, click on the View Proposal icon for the proposal you want to send

  

• When “viewing” or “editing” a proposal you’ll see the send button on the right side

  

• You have two options- draft an email directly from P2P or you can click the link icon on the top of the email, click “mark as sent” then copy the link to email it from your own email

  • If you are sending an email from within the UI, you can customize the email template for the initial, thanking, and reminder emails

    

    • You can also preview the email before clicking Send to see how it will look on desktop and mobile

      

• You will get email notifications every time someone clicks on a link you emailed