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Sending Proposals

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

Before you send​

CoreHue runs a readiness check to make sure 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 before the send button activates.

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 linked to 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 a lead, the lead status updates to "Proposal sent"
  • Your pricing is locked in so the offer stays consistent even if you update your packages later

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

Resending and reminders​

For sent proposals, you can:

  • Resend the email - Send the proposal again with a new message, useful if the client lost the original
  • Send a reminder - Nudge the client before the deadline with a reminder email
  • Copy the link - Share the proposal URL through another channel

CoreHue tracks when the client first views the proposal, so you can see if they've opened it before deciding to send a reminder.

Email notifications​

CoreHue sends email notifications at key moments in the proposal lifecycle:

  • Proposal sent - The initial email to the client with your offer
  • Proposal accepted - You're notified when the client accepts
  • Proposal declined - You're notified with the client's reason (if provided)
  • Proposal expired - You're notified when a deadline passes without a response