{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/4186d7fffdbc487cb3e822461a02e337\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/4186d7fffdbc487cb3e822461a02e337-b446af2bd685e54f.gif","duration":149.84,"title":"Generate and Send Client Proposals","description":"This Loom explains how to generate and send a professional proposal from a project in a follow up CRM. It covers reviewing the project and contact information, selecting the correct contact, choosing a proposal template, and updating any required proposal sections. Before sending, it recommends generating a review PDF to verify layout, pricing, photos, client information, terms, and signature sections. The Loom then distinguishes sending to the client for viewing versus sending for signing, and notes that proposal statuses may include sent, signed, completed, or locked."}