When an option or proposal is closed in Airship, the customer can automatically receive a confirmation email with the signed PDF attached. This article explains how that notification is triggered and what to do if the proposal wasn't shared with the customer ahead of time.
How the Accepted Email Works
The customer will automatically receive the accepted email — including the signed PDF — only if the proposal was previously shared with their email address.
To set this up before closing:
Open your appointment and click View Presentation.
Click the Share button
Add the customer's email address and confirm it's selected for sharing.
Share the proposal with the customer.
When you later close out the proposal by accepting an option, the system automatically sends the accepted email with the signed PDF to that same customer.
What to Do If the Proposal Wasn't Shared First
If the customer accepts the proposal in person (for example, at the table) before you've shared it with them, the automatic email won't go out. You have three options for getting them the signed agreement:
Download the agreement. Save the PDF and share it manually using any method you prefer, such as AirDrop.
Use the Email button. Click the email button to send the agreement directly. You can also add additional email addresses to send it to multiple recipients at once.
Use the Share button. This opens your device's native sharing options, letting you send the agreement through your default mail app, text message, or any other installed sharing app.
Quick Reference
Scenario | Customer Receives Email Automatically? |
Proposal shared with customer's email before closing | Yes |
Proposal closed without prior sharing | No — use Download, Email, or Share to send it manually |