Create Your Proposal: Begin by creating your proposal as you normally would. Fill in all the necessary details and content.
Reach the Customisation Screen: After completing the proposal content, proceed to the customisation screen. This is the final step before sending.
Edit Recipients: Within the "Approval Flow" section, you will find an "Edit" button. Click this to manage your recipients and type of approval.
Add CC or BCC: You can now add additional recipients to your proposal using the CC or BCC fields. Simply type in the email addresses of the additional people you want to send the proposal to.
Send the Proposal: Once you have added all your desired recipients, you can send the proposal. It will now be sent to the primary contact and all the users you added in the CC or BCC fields.
