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Sending Proposals

Once your proposal is ready, it's time to share it with the client.

Before you send​

CoreHue checks that everything is in order:

  • At least one line item is included
  • The client has a name and email
  • If payment is enabled, the total is greater than zero
  • If online payment is enabled, Stripe is connected for that currency
  • If a contract is included, the template has content and all required variables can be filled in
  • If auto-convert is on, an event date is set

If anything is missing, you'll see exactly what needs fixing.

Two ways to send​

By email​

Click Send and customize:

  • To - Client's email (pre-filled)
  • CC / BCC - Additional recipients
  • Subject - Customizable email subject
  • Message - A personal note in the email
  • Send copy to self
  • Expiry date - Optional deadline

Choose Copy Link to get a shareable URL you can send through any channel (text, DM, etc.).

What happens when you send​

Behind the scenes, CoreHue gets everything ready:

  • The proposal goes live at its public URL
  • If you included a contract, it's created with all variables filled in and sent alongside the proposal
  • If you included a questionnaire, a form is created and linked to the proposal
  • If you included payment collection, an invoice is created with your line items
  • If the proposal came from an inquiry, the inquiry status updates to "Proposal sent"

All of these are bundled into the one proposal link the client receives.

Resending and reminders​

For sent proposals, you can:

  • Resend the email with a new message
  • Send a reminder to nudge the client before the deadline
  • Copy the link to share again through another channel