Once you have finished your proposal, use the icons at the top right of the page to publish or print your proposal.
Note: Clicking on Publish will not send the proposal directly to your client. To send a proposal, copy the proposal link and send it to your client via email or your preferred messaging app.
By default, the Website option will be selected. Click on Publish.
Image 1: Publishing a digital proposal
A new tab will open. Scroll down to review your proposal and once you are satisfied, copy the website address and send it to your clients via email or your preferred messaging app.
Image 2: Copying the link to your digital proposal
In the Proposals dashboard, you are also able to share a proposal directly by clicking Share Link.
Image 3: The Share Link option in the Proposals dashboard
Here, you are able to directly access the link to your proposal and edit the email text.
Image 4: The Share Link pop-up