How to send a Report

While Nusii is primarily an online proposal system, it also allows you to send Client Reports. Reports give you the possibility to send a read-only document that can be accessed online. If you send any kind of periodic report to your clients, this can be very useful.

Sending a report is very easy. While in Edit or Preview mode, click the Settings icon in the far right corner of the app. From there click Send as Report.

Send as a Report

Now, you can send your Report as if it were a proposal. It will arrive at your client’s inbox just like a proposal. It will be accessible from any online device and of course will use your company branding. Your client won't be able to Accept it, as if it were a proposal. Don't forget, Reports are read-only documents.

If you have any questions, just ping us below. We'll be happy to help!