This article will walk you through the process of sending a proposal to more than one general contractor at a time.
1) Open the Customer Information screen within the job
2) Select the "GC" (General Contractor) tab
3) Drag a contractor from the search results screen and drop onto the "General Contractor" title
4) Expand the General Contractor section
5) Select the "Contact" tab
6) Drag a contact from the search results screen and drop onto the "Main" title
**Complete steps 2-6 for each general contractor that needs to be added to the job
7) When the job is ready to be sent to the contractor(s), open the Document screen
8) Select the quote package you would like to send
9) Select any proposal options needed for the job
10) Select the "Contractors" tab
11) Select the general contractor
12) Select any custom document options
13) Select "Email Contractors"
14) Add a Subject
15) Select the documents/contractors you want to send the quote package to
16) Select an Email Option
17) Select "Continue"
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