The client's view

The share link opens a page, not a download. That page is the proposal — branded, laid out, readable on a phone — and it is where the client responds.

What they see

The proposal renders as you built it, with your logo, colours and fonts. Nothing about the editor is visible and no account is needed: the link itself is the access.

If the proposal has selectable or optional pricing items, the client picks what they want and the total updates as they choose.

They can also download the proposal as a PDF from the page.

Accepting and declining

Where the proposal has an accept section, the client can accept — signing by drawing a signature where that is configured — or decline.

The proposal’s status changes to Accepted or Declined immediately, so you find out from your proposal list rather than from an email you have to notice.

What they see if things change

The link points at a frozen version, so edits you make afterwards do not appear until you share a new version. Two other states are worth knowing:

• Back to editing invalidates the link. A recipient returning to it no longer reaches the proposal.
• Mark as expired leaves the link resolving but shows an expired notice instead of the content.

Anyone with the link can open the proposal — that is what makes it easy to forward to a colleague who needs to see it, and the reason to treat the link as confidential.