Sharing & Tracking Proposals
Send proposals to clients and track when they view, accept, or decline.
What you'll learn
- ✓Sending proposals via email
- ✓Sharing via link
- ✓Tracking client engagement
- ✓How clients accept or decline
Open the Send dialog
From the proposal editor, click the green "Send" button in the top-right corner. A modal opens where you can compose the email that accompanies your proposal. If a client is linked, their email is pre-filled.
Write a personal message
Add a personal note that will appear in the email body — for example, "Hi Jake, here's the AV proposal for the Warsaw conference. Happy to adjust anything." This personal touch makes a big difference compared to sending a bare link. The email includes your company logo, proposal title, event details, total price, and a prominent "View Proposal" button.
Send or copy link
Click "Send" to deliver the email, or click the link icon to copy the share URL. The share link works without login — anyone with the link can view the proposal. Use the copy link option for WhatsApp, Slack, or other messaging channels.
Pro tip: The proposal status changes to "Sent" automatically when you send via email.
Track when clients view
Back on the dashboard and proposals list, you'll see status updates. When a client opens your proposal, the status changes to "Viewed" and you can see the first viewed date, last viewed date, and total view count. This tells you if your proposal is being actively reviewed.
Client reviews the proposal
The share page shows a professional, branded view of your proposal: company header, event details, all equipment by category with pricing, totals, inclusions/exclusions, payment terms, and a notes section. It's designed to look like a formal business document, not a simple quote.
Client accepts or declines
At the bottom of the share page, the client sees "Accept Proposal" and "Decline" buttons. When they click Accept, the proposal status updates to "Won" in your dashboard. If they decline, it becomes "Lost". You're notified of either response, and the status is visible on the proposals list.
Download the PDF anytime
Click the download icon in the proposal header to generate the PDF. The PDF includes everything: cover section with company branding, scope of work, equipment tables by category, totals card, inclusions/exclusions, payment schedule, signature block, and full T&C. Share the PDF as an attachment or print it for in-person meetings.