Proposals
A proposal is one document for one customer. It starts as a private draft, becomes a shared snapshot the client can open, and ends up accepted, declined or expired.
Status
Section titled “Status”The status follows what happens to the proposal rather than being picked from a list.
| Status | What it means |
|---|---|
| Draft | Private. Only your team can see it; there is no working public link. |
| Live | A share link exists and the client can open it. |
| Sent | The proposal was emailed to at least one recipient. |
| Viewed | A recipient opened the shared page. |
| Accepted | A recipient accepted it on the public page. |
| Declined | A recipient declined it. |
| Expired | The link was marked expired; recipients see an expired notice. |
Sharing is a snapshot
Section titled “Sharing is a snapshot”This is the part worth understanding before you send anything.
Creating a share link does not publish “the proposal” — it publishes a frozen version of it. Recipients keep seeing that version no matter what you change in the editor afterwards, so you can keep working without the document shifting under them.
That gives you three actions once something is shared:
- Share new version — takes a fresh snapshot and makes it the active one for recipients. Do this after you have made the edits you want them to see.
- Back to editing — withdraws the public version. The current link stops working and the proposal returns to draft.
- Mark as expired — the link stops working immediately and recipients see an expired notice instead of the proposal. This is for an offer that is genuinely no longer valid, not a way to hide a draft.
Previous versions stay listed, so you can tell exactly what a client was looking at when they replied.
Change history
Section titled “Change history”Separately from what was shared, the editor keeps a history of your own saves. Open Versions to see recent ones with how long ago they happened, and Restore to go back to one. This is the safety net for a bad edit — not the same thing as the shared snapshots above.
Duplicating
Section titled “Duplicating”Duplicate copies a proposal, sections and all, as a new draft. It is the quickest way to reuse one specific proposal for a similar client. If you catch yourself duplicating the same proposal repeatedly, that is the signal to make it a template instead.
Deleting
Section titled “Deleting”Deleting a proposal is permanent, and it invalidates any share link that was created from it.
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