Reapit Connect: Using Agentbox Proposals & Auto Reponders

Accessing Proposals with Reapit Connect

Step 1: Log in to Reapit Sales
Log in to Reapit Sales using your Reapit Connect credentials. This will automatically grant you access to both Reapit Sales CRM and Digital Products, such as Proposals and Autoresponder, without the need for additional logins.

Step 2: Navigate to Proposals
Once logged in, click on the “Create Proposal” button within.

Step 3: Access Proposals
You will be automatically redirected to the Proposals page, bypassing any additional login prompts. This allows you to immediately begin creating or managing proposals.

Accessing Autoresponder (Content+) with Reapit Connect

Step 1: Log in to Reapit Sales
As with Proposals, log in to Reapit Sales using your Reapit Connect credentials.

Step 2: Navigate to Autoresponder (Content+)
Click on the “Autoresponder” button from within the Reapit Sales interface.

Step 3: Access Autoresponder
You will be redirected to the Autoresponder Email Enrichment page in Content+ without needing to log in separately. This enables quicker access to your email management tools.

Direct Access to Proposals or Autoresponder

If you are attempting to access Proposals or Autoresponder directly through their URLs, the process is slightly different:

Step 1: Reapit Sales Digital Login
When navigating directly to Proposals or Autoresponder URLs, you will first see the Reapit Sales Digital login screen. Enter the email address connected to your Reapit Sales account.

Step 2: Reapit Connect Authentication
Once you enter your email, you will be redirected to the Reapit Connect login screen. If you already have Reapit Connect enabled, simply log in with your credentials.

Step 3: Access the Platform
After logging in with Reapit Connect, you will be taken directly to the corresponding Proposals or Autoresponder platforms.