Once your proposal is ready, you can share it with the client by email or link. After receiving it, the client can open the proposal, review the project details, sign it, and approve it.
Steps
Open the proposal landing page and stay on it to get ready to share with the client
Proposal landing page
Click Send Document in the top-right corner to open the sharing options
Choose how to share the proposal from the available options:
Send Via Email — email the proposal directly to the client through ZevBit
Copy Shareable Link — copy the proposal link and send it manually by text, chat, or another method
Send Link To My Email — receive the link in your own inbox
Mark As Approved — manually mark the proposal as approved if needed
Send Document button
The client receives the proposal, opens the email or link, and clicks View Proposal
Client-facing email or link view
Link Example:
https://backend.zevbit.com/link/69c41cb3bc9a3a23fc13192d
The client reviews the proposal details including:
Project details
Pricing
Payment terms
Optional items
Terms and conditions
Next steps
When ready, the client signs the proposal by typing or drawing their signature
Client signature screen
After signing, the proposal is approved, ZevBit automatically creates the invoice(s) based on the payment terms set in the proposal. This helps keep billing organized by linking the approved estimate to the invoicing section, where you can track due dates, balances, payment status, and paid or unpaid invoices.
