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As a client, you can view proposals shared with you through the Client Portal. Here's how:

Step 1: Access Client Portal

Log into the Client Portal using the portal link sent to you by your service provider.

Step 2: Navigate to Proposals

In the Client Portal, you'll see a "Proposals" section showing all proposals shared with you.

Viewing Proposal Details

Click on a proposal to view:

• Proposal title and number
• Issue date and expiry date
• All line items with descriptions and prices
• Tax calculations
• Discounts applied
• Total amount
• Terms and conditions
• Notes

Downloading Proposal PDF

To download a PDF copy:

1. Open the proposal
2. Click "Download PDF"
3. A professional PDF will be generated and downloaded

Proposal Status

Proposals show their current status:

• Draft: Being prepared (usually not visible)
• Sent: Shared with you
• Accepted: You've accepted the proposal
• Rejected: Proposal was declined
• Expired: Past the expiry date

Expiry Dates

Proposals may have expiry dates. After the expiry date:

• The proposal status changes to "Expired"
• You can still view it for reference
• Contact your service provider if you want to accept an expired proposal

Next Steps

After reviewing a proposal:

• Contact your service provider to accept or discuss changes
• Accepted proposals may be converted to invoices
• Download PDF copies for your records