There are a few different ways to share a proposal with multiple people at the same time. Here's how.

Step-By-Step Instructions

Share via Link

1. Click the Share button on your Dashboard.
2. 1. Alternatively, from within an Itinerary, click the Share icon.
3. Select the Copy Link option.
4. Click Copy to copy the URL to your clipboard.
5. Paste the link into an email, text message, or WhatsApp to share it with your clients easily.

Share via System-Generated Email

1. Click the Share button from the Dashboard.
2. 1. Or the share icon from within any proposal to open the sharing options modal.
3. Select Share via Email or Share with Partner Agent.
4. 1. You can add multiple recipients via the recipients dropdown.
   2. Click the BCC or CC option and add multiple recipients if needed.
   3. 1. Click the BCC or CC option once to enable it (it will appear grey). Click it again to disable it (it will return to white).

For Example, If You Enter:

Recipients:
John Doe, Jane Doe

CC:
Rachel West, Jackson West

• John will receive an email addressed to him, with Rachel and Jackson CC’ed.
• Jane will receive a separate email addressed to her, also with Rachel and Jackson CC’ed.

If You Enter:

Recipient:
John Doe

CC:
Jane Doe, Rachel West, Jackson West

• John will receive an email addressed to him, with Jane, Rachel, and Jackson CC’ed.

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