- In your Proposal Builder list, hover on the proposal and you will see two options.
- To Download click the “Download Proposal” icon which is the first option. Note: The downloaded file can either be a pdf or zip file. A zip file will contain your proposal in pdf and mockups.
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To Send Proposal click the “Send Proposal” icon positioned on the right side of the download icon.
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When you click the “Send Proposal” option, a send proposal modal will appear. A web view link of your proposal will be sent to your client. Note: A safe email modal will appear, if you have not set-up your safe email.
- If you send the proposal, the status will be changed from “Open” to “Sent”. Note: Before you send a proposal, ensure that all the information is correct. You can’t update this proposal once it has been sent.
Send and download proposal
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