After building a Proposal select the “Finalize and Email Proposal” button found on the upper right side of the body of the Proposal. This will send an email containing a link to the Proposal for the client to view on their side of the platform.
Articles in this section
- How do I update legal template in existing event files ?
- How Do I Edit My Proposal?
- How do I change the name of my event?
- What is a Proposal?
- How do I send a proposal?
- Can I send a proposal to multiple people?
- Do I need to resend the proposal/contract if I make a change?
- When does a proposal turn into a contract?
- How do I change my guest count?
- How do I add menu/line items to a proposal/contract?