Getting Started
Accessing your proposal is now simpler than ever. From your Project page, simply click on the event to open the project directly.
ā ļøDon't Forget to Publish ā ļø
Before you share, you'll want to make sure your client sees your most recent work. If you have any unsaved edits, you will see a blue Publish button at the top right of your screen. You might also notice a quick "Unpublished changes exist" alert inside the share menu. Make sure to publish those latest changes before sending!
Choosing Your Share Method
When you are ready to send the proposal, click the Share icon (the curved arrow) in the top right navigation bar.
Here is a breakdown of your options:
To email it directly: Select Send portal to fire off an email to your client right from the platform. If you aren't ready to show them the numbers, select Send portal w/out pricing instead.
To share it your own way: Want to text the proposal, DM it, or write your own custom email? Click Copy portal link (or Copy portal link w/out pricing) to save the direct URL to your clipboard so you can paste it anywhere.
To view the portal: If you want to see exactly what the client will see before you hit send, click Open portal (or Open portal w/out pricing) to load the client's view in a new browser tab.
Sending the Proposal via Email
If you choose to email the client directly using the Send portal option, a new "Share with client" window will pop up.
Here is what you can do from this screen:
Apply an Email Template: Select a pre-written template from the top dropdown to save time.
Manage Recipients: Add your client's email addresses in the Recipient(s) and CC fields. You can also click the quick links to "Send myself a test email" or "Add all portal contacts."
Customize the Message: Craft your subject line and email content using the rich text editor. Be sure to use the Personalize dropdowns to automatically inject dynamic details (like the client's name or Project date) into your message!
Save for Later: If you wrote a great email from scratch, check the Save as new email template box at the bottom to use it again for future projects.
Quick Actions: Change your mind about emailing? The bottom toolbar and top right corner both offer quick options to Copy Link or Download PDF directly from this window.
Once your email looks perfect, hit the Send button in the bottom right corner, and your proposal is on its way!