Once you've completed building your proposal, you have options on how you would like to share your proposal in the Send step of the New Proposal Editor.

This step allows you to:

You should have full confidence in how your proposal looks as you would have reviewed the Terms and utilized the Preview button which displays a live preview of what your proposal looks like visually from your client's perspective.

Please ensure that you review the contact on the proposal before you press Send! If you need to change the contact, jump into the General tab and make the edit.

After you send the proposal, you will be directed to the newly created and sent proposal in the client file that you have chosen.

Here, you'll be able to see the audit trail of when the proposal was sent. Note that the proposal is now in an Awaiting Acceptance status as it has been sent.

If you need to change any details on the proposal, you can press the Revoke & Edit button in the top right-hand corner which will revoke the proposal (so your client's can't see it anymore) and it will put the proposal back in a Draft status for editing.

Once the proposal is sent, you can click Client proposal view which will open the live proposal.

You can also copy and paste this live link to your clients via other means like a text message or email if you prefer.

If you are in the Client Summary tab, you can click on a draft proposal → Review and send to bring you immediately to the Send step where you can review the proposal again and send it off to your client.

If you are in the Pipeline tab, you can send Draft or Awaiting Acceptance proposals in bulk using the bulk send feature. Create a filter for Draft or Awaiting Acceptance proposals → select all the proposals you wish to send out to your clients by selecting the proposals using the checkmark box on the left → Send.