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Sharing Your Proposal

How to send your client their proposal!

Shannon O'Neil avatar
Written by Shannon O'Neil
Updated over a week ago


From the dashboard:

  • Click "Events" in the leftmost navigation menu.

  • Find and click into the event you'd like to send a proposal for.

  • Visit the "documents" tab (beneath the event name at the top of your screen).

  • Click your completed and published proposal to enter the proposal editor page.

From the "Proposal Editor" page:

  • Click "Share" in the top right corner.

  • Click "Share Link" and the url is "copied" and ready to be pasted!

  • Paste this link into the body of an email addressed to your client to share their live proposal with them!

  • They can click the link you've shared to access this live proposal for their reference and records.

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