Support / FAQ

How to add your colleagues to CC of a proposal?

Focus: The focus of this Self Help article is to provide you information and steps in order to add your colleagues to CC or BCC of a proposal.

Please note:  When you add additional email addresses, if your colleagues opens the proposal link, this would be the same as your client opening the proposal. If you do not want your analytics to show, this, we recommend that you setup Team Member(s). You can include more than one email address, by using semicolons.   

Step 1: Adding additional email addresses. Go to Settings > Profile and you will have two fields. “CC outgoing emails…” and “BCC Outgoing emails.

A. CC Outgoing emails to the following addresses – When you add additional email addresses, your client will see these email addresse

B. BCC Outgoing emails to the following addresses – When you add additional email addresses, your client will NOT see these email addresses.

Settings - Profile - CC and BCC

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.

Posted in: Proposals, Settings