How To View Public Proposals

There are several ways in which a sales representative can view a public proposal, as well as share it with a customer.


Option 1

Step 1: Locate the “Customers” tab on the left-hand side.

Step 2: Locate the “Actions” section and click on “Proposals”.


Step 3: Click on “View Proposal” on the proposal card.


Option 2

Step 1: Click on “View Detail” on the proposal card.


Step 2: Click on the “View Proposal” button from the header to access the public proposal.


Step 3: Click on the blue copy icon to copy the public proposal URL.


Step 4: Click on the blue mail icon to send the proposal to the customer’s email address.

Option 3


Step 1: Click on “View Detail” on the proposal card.


Step 2: Locate the Summary section of the proposal.

Step 3: Click on the “View Proposal” button to access the public proposal.


Step 4: Click on the blue copy icon to copy the public proposal URL.

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