Sharing & Approvals
Send proposals, the customer experience, terms and conditions, signatures, and approvals.
By Dave and 1 other2 authors8 articles
- How to send a proposalPreview your proposal, then send it to your client by text, email, or a link you share. Resend or edit it after sending.
- What your client sees on a proposalSee the proposal page your client opens, the Give feedback, Decline, and Accept buttons, the read-only payment schedule, and terms they must accept.
- How to require a signature on a proposalRequire your client to sign before they accept a proposal. Turn it on for every new proposal in Presets, or add a Signature section to one proposal.
- How to add terms and conditions to a proposalAdd a Terms & conditions section from a saved template or your own text, and require your client to agree to it before they can accept.
- How to hide line-item prices on a proposalChoose how much pricing your client sees on a proposal, from every line item down to a single total, for one proposal or as your default.
- How to set up and stop follow-up remindersSet a reminder schedule for open proposals, turn reminders on or off when you send, and pause them on one proposal. Learn why a client may still get texts.
- How to accept a proposal on behalf of your clientMark a sent proposal as approved yourself when your client agreed by phone, text, or in person. No client signature is recorded.
- Client didn't receive the proposal email or text: how to fix itFix a proposal your client didn't get. Check their email and phone on file, resend from the Send proposal dialog, or copy the link and send it yourself.