Thank you for submitting this request for a proposal.
- We will email you the PDF custom proposal
- Attach the PDF proposal in your DocuSign packet as the 1st portion. The 2nd portion will be the Purchase Agreement.
- You will be notified as soon as your lead has viewed your proposal. This is the perfect time to immediately follow up with them
- Make sure to create a reminder in your calendar or CRM manager to follow up with your prospect.