How to submit a x.doc document to the client?

Introduction

Submitting a proposal to a client is a critical step in the business process. With x.doc, you can seamlessly send your documents directly from the x.doc dashboard or the proposal page. Here's how you can do it:

Submitting a Document to the Client from the Dashboard

1. Navigate to the x.doc dashboard and select the proposal you want to submit to the client.
2. Click on the 'Actions' button, denoted as three dots, and select the 'Review & Submit' option from the dropdown.

Submitting a Document to the Client from the Proposal

1. Open the proposal which you want to submit to the client.
2. Click the "Review & Submit" option to navigate to the' Actions' menu.

Customizing the Submission Email

1. You can edit and customize the email on the 'Review & Submit' page. You can change the subject, body, and add additional emails to CC or BCC.
2. After making the necessary changes, click the "Send to Client" button.

Updated on: 11/13/2024