Your client opens a proposal from the link you send, on a web page that looks the same on a phone, tablet, or computer. A bar at the bottom holds Decline and Accept (or Sign and accept when you require a signature). Proposals made in the proposal builder also have Give feedback.
Available on the Flex, Pro, Scale, and Business plans. Works on desktop and in the mobile app. Your client doesn't need the app or a login, because the proposal opens in their web browser.
What the proposal page shows
The page shows your proposal's sections in the order you set them: who it's prepared for and by, your client message, the estimate, the payment schedule, any files, the terms and conditions, and the signature area. A banner at the top shows the status, such as the date you sent it.
Your client can also download the proposal as a PDF from the options menu at the top of the page.
When you open Preview, you see the same page without the buttons at the bottom.
The buttons at the bottom
The bar stays fixed at the bottom of the screen while your client scrolls. Its buttons depend on how you made the proposal:
Proposal builder (Pro and Scale plans): Give feedback, Decline, and Accept.
Basic proposal (Flex and Business plans) and older proposals: Decline and Accept.
What each button does:
Give feedback (proposal builder only): Opens a box where your client can type a question or request a change. They enter their name unless the link already identifies them. Handoff confirms with Feedback sent. Feedback doesn't approve or decline the proposal, and it doesn't stop follow-up reminders.
Decline: On a proposal builder proposal, it opens Decline proposal, where your client can add feedback if they want. On a basic proposal, it opens Decline and share feedback, where your client types a reason and selects Send feedback. Declining stops any follow-up reminders.
Accept: Opens Ready to move forward? with the message that you will be notified. The client confirms with Accept proposal.
When the proposal requires a signature, Accept is replaced by Sign and accept. See How to require a signature on a proposal.
The bar disappears once the proposal is approved or declined. When you require a signature, only a client who still needs to sign sees the bar. Anyone else who opens the link sees the proposal without it. If you edit a sent proposal, the client's old link can't accept it, and they see a message asking them to request the latest version from you.
How the payment schedule appears
If you added a payment schedule, your client sees it as a read-only table with the Name, Amount, and Due for each payment. Due shows as On approval, On completion, a date, or your own wording.
The proposal page has no pay button. Your client doesn't pay a deposit when they accept. You collect it later on an invoice. See How to request a deposit with a payment schedule.
Options and add-ons
If you offered more than one option, your client sees a tab for each option above the estimate, and the option on screen is the one they accept. For line-item options and add-ons, see How your client chooses options on a proposal.
Terms and conditions
If you turned on Require acceptance on the terms, your client must agree to them before Accept or Sign and accept works. See How to add terms and conditions to a proposal.