Do emailed proposal PDFs automatically include my channel partner details?

⚡ Quick answer -

When sharing the proposal via email, the partner's details are conveniently included on the last page of the PDF.

When should I use this guide?

Refer to this FAQ if you want to confirm that your partner details are automatically present when you email a proposal PDF downloaded from the Partner Panel.

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1. Source statement

When sharing the proposal via email, the partner's details are conveniently included on the last page of the PDF. After downloading the proposal from the partner panel, it can be easily forwarded to recipients via email.

This ensures that all necessary information about the partner is readily available to the recipients of the proposal. By providing partner details within the PDF, we aim to maintain transparency and professionalism throughout the communication process.

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2. Step-by-step process

1. Download the proposal from the partner panel.
2. Forward the downloaded PDF to recipients via email.

• The partner's details are on the last page of the PDF; no further action is needed before you send it.

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3. Expected result

Recipients open the emailed PDF and see the partner's details on the last page, ensuring transparency and professionalism.

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4. Workflow diagram

alt-text: download proposal from Partner Panel, then email it; partner details already included on last page

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