Send and track proposals
Available on all current plans (Solo, Business and Team).
Sending
Open a proposal and click Send. Your client receives a branded email — your business name, the title, your intro message, the full line-item breakdown, and a Review & Accept Proposal button that opens their copy in their own view.
Prefer another channel? Copy Link puts the URL on your clipboard for a text message or your own email app. Either way the proposal's status moves from Draft to Sent.
You can re-send at any time. A proposal that has already been viewed or accepted keeps its status — re-sending does not reset the history.
The lifecycle
Draft → Sent → Viewed → Accepted ✓
↘ Declined ✗
- Sent — it is in their inbox
- Viewed — they opened it, recorded automatically the moment the page loads
- Accepted — they signed, with their typed name and the date recorded
- Declined — they passed
- Expired — you marked a stale proposal expired
Each transition is stamped the first time it happens, so a client who opens the proposal six times has one Viewed timestamp, not six.
Why "Viewed" is the useful one
Viewed is the status worth paying attention to, because it splits silence into two very different situations.
A proposal that is Sent but never Viewed is usually a delivery problem, not a decision. It went to spam, the address is wrong, or it is buried. The right response is a short message through another channel — "just checking this landed" — rather than a follow-up about price.
A proposal that is Viewed and still quiet has been read and not answered. That is a real signal, and the useful follow-up is a different one: ask whether anything in it needs changing.
Chasing both the same way is how good quotes go cold.
The timeline
Every proposal page shows its story with timestamps: Created → Sent → Viewed → Accepted (with "Signed by {name}") or Declined. When a client says "I never got it", the timeline answers instantly and without argument.
While it is out
- Edit is available only while the proposal is a draft, so what a client reviews stays what they reviewed.
- The Valid Until date turns red on your side once it passes — your cue to follow up or re-issue rather than let it drift.
- The proposals list shows funnel stats across everything you have sent: pipeline value, acceptance rate, and average days to accept.
Following up without doing it by hand
If you find yourself chasing every quote manually, follow-up workflows can send a scheduled sequence for clients sitting in a particular status. Sending a proposal can move the client's status automatically, which is what arms the sequence — and the sequence stops on its own once they move on, so nobody gets a "just checking in" after they have already signed.
When it comes back
Accepted, one click converts it to an invoice with every line item carried over. Declined, it stays on the record with its timestamp — worth keeping, because a decline you can date is data about your pricing.