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Sending prospects proposals/pitch deck.




Topic starter

It would be nice if vendasta, allowed us to send a link to a potential client without having them have to set up an account in our platform first. For example: I have a potential CBD client that wants a proposal for SEO. I want to send them a link to view all the marketing material in my store without having to set up an account to do so.



Hi Kirk!

If I understand your question, this is something you can do on the platform!

Under Marketplace > Manage Store > Store Setting there is an option for your public store URL. You can send that to anyone and they will be able to view the marketing material without creating an account.

I know that improving proposals is a big focus at Vendasta however, so we'll keep your example in mind!