Send An Online Link

We highly recommend this option. Sending an online shared link is common place these days with programs like Google Drive, Dropbox, and others. Sending a link also allows Proposal Suite to conduct limited tracking an notification when the viewer opens and views the link.

Sending The Shared Link

To send the proposal as a link, you simply click the Send Proposal button while previewing your proposal. You will have the option to customize the email, but take care that you do not delete the text that says [[link]] or your proposal link will not appear in the email. All other language can be changed or added to.

What A Shared Link Looks Like When Opened

When a client opens the shared link you send, they will see it in this form, with options to contact you for more information, save as a PDF, share, or print.