Sending proposals
Once your proposal is ready, you can send it by email or share the link yourself. Either way, your client gets one page with the whole offer.
Send by email
Click Send and fill in the email:
- To: your client's email, filled in for you.
- Cc and Bcc: anyone else who should get a copy.
- Subject: the email subject line.
- Message: a personal note to go with it.
- Send a copy to yourself, if you want one for your records.
Sending the email sets the proposal to Sent.
Share the link instead
Prefer to send the link through a text or a DM? Choose Mark as sent to set the proposal to Sent without emailing anything. You can then copy the link and share it however you like.
Only drafts can be sent, so make sure everything looks right before this step.
Set an expiry
You can give the proposal an expiry date so the offer doesn't stay open forever. Once that date passes, the proposal expires on its own and the client can no longer accept it.
The expiry is editable after sending, so you can extend or shorten the window anytime.
Resending
If your client lost the email or needs another nudge, you can resend a proposal that's already been sent. The client needs an email on file for this. When you resend, you can also update the expiry date.
A proposal has no automatic expiry unless you set one. If you want a deadline, add an expiry date before or after sending.