Copying a planner on a document
When generating a document, you will see the "Copy a recipient" option. Input the planner's email address then click "enter". You can enter multiple email addresses, if needed.
Using this option, the planner will receive a copy of the proposal, contract, or invoice to review at the same time as the client. If the planner (or client) responds to the email with questions or edits, you will receive the message in your email.
Sending a document to a planner before the client (outside of RPC)
If you would like to send a proposal, contract, or invoice to a planner for review prior to the client, we recommend the following:
For a proposal - in your RPC account, create your design and edit the details. Save as a draft, then export your design and include the file as an attachment to an email. Once planner approves the proposal, send to the client (and copy planner on final version, if needed)
For a contract - create your contract in .doc or .docx and include in an email. Once planner approves the contract, use the "Upload a file" option in the contract generator
For an invoice - in your RPC account, build your invoice then "Save" and "Export" your file. Attach to an email. Once planner approves, edit and send to the client
Sending a document to a planner before the client (inside RPC)
An alternative method for sending documents to planners for review prior to clients is to build the contract/proposal/invoice, then enter the planner's name and email as the "recipient".
When the planner provides their approval, you can edit the recipient information to the client and resend.
Note: When using this method, it is important the planner does not interact with the document (e.g. not "accept" the proposal, make a payment, or apply a signature). If the planner takes action on any of the documents, the recipient information will not be able to be changed.