Because saving you time and helping you be ever faster to recontact your prospects are our top priorities, we have worked for many weeks on a feature that you will love…
Fast and streamlined project composing !
Now you can send your access links in 3 simple steps:
1. You add your documents,
2. Tilkee automatically generates an access link,
3. You send it to your prospect !
This is a streamlined and quick version of project composing.You can always (when sending your link), access to detailed features (preview of the project, update and add other documents) :
Below is the process describing how to create a project with Tilkee:
- Click on the button to create a new project:
- Add key information:
- Name your project (eg customer proposal-
- Choose a template (optional)
- Upload your Documents
- Click on Ok.
- An access link is automatically created. You can send it directly to your contact. Or you can:
5. Click on “Project Overview” to preview your documents.
6. Click on “Edit the project” to add more documents or options (download, signature, change theme, archiving date, etc.): see next item.
4. If you click on “Change project”, I end up on the standard page composing of a project. Yoy can then add options, other documents, generate other access links, etc.