If you want to send the link to a proposal to a customer manually, here is how you would be able to get access to the link for them.
  • Open up the customer profile of the proposal you want.
  • Click on the date of the last recalculated bid (or if there is only a date for the original bid, click on that).


  • Once you are looking at the proposal you want to send, click on the button that says “Client Proposal Link” in the grey bar just above the proposal.


  • A new page will open up that is white with the proposal. The URL of that page can be emailed to anyone who needs the proposal.