How to Send a Proposal
Once you've created a proposal, you can send it to your client through the Client Portal. Here's how:
Step 1: Open the Proposal
Go to "Proposals" and click on the proposal you want to send.
Step 2: Send the Proposal
On the proposal detail page, click the "Send Proposal" button. This will:
- Generate a secure portal link for the proposal
- Send an email to the client with the portal link
- Update the proposal status to "Sent"
What Clients See
When clients access the proposal through the portal, they can:
- View the complete proposal with all line items
- See totals, taxes, and discounts
- Download a PDF version
- View your business information
Proposal Status
Proposals can have different statuses:
- Draft: Not yet sent
- Sent: Sent to the client
- Viewed: Client has viewed it
- Accepted: Client has accepted
- Rejected: Client has declined
💡 Tip:
After a proposal is accepted, you can easily convert it to an invoice with one click, preserving all the line items and details.