Opportunities - Pro+

How to Send an Offer to an Opportunity - Pro+

Easily secure a potential sale with the Offer button

Please note: this is a Pro+ feature for both Artist and Gallery accounts. To see the subscription tiers and what each tier offers, please visit our Features pages: Artists Gallery.

If you'd like to learn about upgrading your account, please feel free to reach out to Support!


Once you've created the Offer, you can Send it to the Contact via email. Contacts will have the ability to View Your Offer Online and even Accept Offer & Pay.


You can Send the Offer to the Contact from the Opportunity Record:

Once the Offer is sent out, the Contact will receive this email with the View Your Offer Online link. They will then have the chance to Accept Offer & Pay from viewing this link.

After clicking on Accept Offer & Pay, a pop-up window will appear for the Contact to enter their credit card information to submit payment. An invoice will then be generated within your account.



Suggested Readings:

- Create an Offer from an Opportunity

- What are Opportunities?

- How do I export my Opportunities?

- Process payment on an invoice