- 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.
To Send Proposal click the “Send Proposal” icon positioned on the right side of the download icon.
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.