Skip to main content

My Client Didn't Receive The Proposal Email Or Text

Handoff Support avatar
Written by Handoff Support
Updated this week

If your client says they didn't receive the proposal, here are the steps to resolve it.

Step 1: Verify Handoff Is Sending Correctly

  1. Create a test estimate and convert it to a proposal.

  2. Add yourself as the client.

  3. Send the proposal to your own email and phone number.

  4. If you receive both, Handoff's system is working — the issue is likely on the client's end.

Step 2: Send the Proposal Link Directly

As a reliable fallback, share the proposal link manually:

  1. Open the sent proposal.

  2. Tap the three-dot menu in the top-right corner.

  3. Tap Share to copy the proposal link.

  4. Paste the link into a text or email to your client.

Tips

  • Email is more reliable than text — texts can be blocked by spam filters.

  • Check the phone number and email address — make sure the client contact info in Handoff is correct before resending.

  • Resend from Handoff — tap the three-dot menu on the proposal and select Resend to re-deliver via the original method.

  • Call the client — once you've sent it, get them on the phone and have them look for it right away. Proposals often land in spam or promotions folders.

Did this answer your question?