Public proposal & approval

Steps

1. Share the proposal link with the customer, optionally protected by a password.
2. The customer reviews the proposal as a clean landing page.
3. They approve electronically; the approval is recorded with date and details.
4. The approved proposal can flow into an invoice.

Tips

• Online approval removes back-and-forth and speeds up the moment a customer says yes.

Related guides

• Building proposals Create rich, professional proposals with a pricing calculator, formatted text and a photo and video gallery that sell the work.
• Client Portal overview A branded, secure space where customers see their account: financial summary, recent invoices, proposals and the next visit.