⚠️ For accounts created on or after July 27, 2026: Document builder provides a unified experience for creating and managing contracts, proposals, and more. Learn how to quickly and easily create professional documents with document builder here.
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.
From the sidebar, navigate to CRM > 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. The link will automatically expire 30 days from issuance. After expiration, a replacement link may be obtained via the expired link notification or by generating a new one.
Reminder emails can still be sent to your client by clicking 'Send Reminder' within the proposal:
