If your client didn't get the proposal, check the email address and phone number saved on their contact, then resend it from the Send proposal dialog. If it still doesn't arrive, copy the proposal link and send it to them yourself.
Available on the Flex, Pro, Scale, and Business plans. You need permission to edit Estimates, proposals, & change orders. Works on desktop and in the mobile app.
The email or phone number on file is wrong or missing
Handoff only sends to the Email and SMS (text) details saved on the client's contact. In the Send proposal dialog, a missing detail shows as "No email on file" or "No phone number on file", or as an Add an email or Add a phone number button.
Handoff rejects an email address that isn't in a valid format, and a phone number it can't read as a valid number. Enter the phone number as a complete 10-digit US number.
To fix it, open the client's contact, correct Email or Phone, and select Save changes. Then resend the proposal.
The proposal went to spam or promotions
A proposal email can land in the client's spam, junk, or promotions folder. Ask your client to search their inbox and those folders for the proposal's title or your company name.
If they find it, ask them to mark it as not spam so future proposals arrive in the inbox.
The text didn't come through
Proposal texts come from a Handoff number, not from your own phone, and the client can't reply to them. If the client doesn't see the text, send the proposal by Email as well, or copy the link as described below.
You sent to more than one person and one didn't get it
When you send a proposal to several contacts, Handoff shows Sent successfully as long as at least one email or text went through. A contact with no email or phone on file, or an address Handoff couldn't send to, can still be missed.
Open the Send proposal dialog, check that each person has the right Email or SMS detail, and resend to the person who didn't get it.
Resend the proposal
Open the proposal and select Resend to reopen the Send proposal dialog, where you can choose SMS, Email, or both again. For the full steps, see How to send a proposal.
Send the proposal link yourself
If resending doesn't work, open the Send proposal dialog on the sent proposal and select Share. It copies the link on desktop and opens your phone's share options in the mobile app.
Paste or share the link in a text or email to your client.
Check that Handoff is sending
Send a test proposal to yourself by Email and SMS; if both arrive, the problem is on your client's end.
Still need help?
Contact support with the proposal name, the email or phone you sent to, when you sent it, and the method you used.