Proposals can be sent to clients by email or via a URL link. Follow these instructions to send a proposal via URL with your client.
Navigate to Client Management > select the Proposals page
Select the proposal that you would like to send
Click on the 'Send Proposal' button to choose your sharing options:
The following screen will ask you to confirm your preferred method for sharing the proposal. Select the 'Send via URL' option:
A disclaimer will appear advising that the link will need to be sent manually to your client. Click on 'Continue' to view your unique URL link.
The next screen will display your proposal URL. Here, you can copy and paste the link to share with your client:
Note: Please keep in mind that anyone who has access to this link will be able to view and approve the proposal.
Reminder emails can still be sent to your client by clicking 'Send Reminder' within the proposal:
