The Proposals button in the mobile app allows you to quickly find and view proposals that are in the future; selecting the arrow in the upper right next to the Show All Filters allows you to see proposals with event dates in the past.
How do I send the proposal to a client?
Clicking on the title of a proposal gives you the Send Proposal function at the top of the screen. Clicking Send Proposal gives you several options:
Email - edit or add recipients, subject, body of the message, add attachments or schedule the message to send later. Click Send Message at the bottom to send immediately.
SMS - edit or add recipients phone numbers, edit the message or schedule to send later.
Clicking on the title in the header image gives you several functions, including:
Change the Title
Change the Cover Image for this proposal only
Change the date the final balance is due
Change the proposal expiration date
Set a custom deposit amount for this proposal only
Set the tax rate for this proposal only
Change the brand (only if you have multiple brands)