Proposal statuses and sharing

Draft means only you can see it. Sent means it is published with a live link. Viewed means the client opened it. Accepted means they accepted it. The Proposals list shows the status, value, views and dates of each one.

How to do it

1. Open the proposal from the Proposals list.
2. Click Publish and copy the live link.
3. Send the link to your client. You see each open in Recent activity on Home.

Go there

• Open Proposals