Check out our video on how to create and send your proposals or scroll down and check out our step-by-step instructions on how to share your proposal below:

It's now even easier to share your proposal with anyone at any time by downloading it as a PDF, sending it directly to your client, or copying the teammate or client share link to your clipboard.

NOTE: If you choose to include a deposit on the proposal, an invoice will be automatically sent to your client with the deposit amount as soon as your client accepts and signs your proposal.

Learn more about including a deposit in your proposal in our detailed Help Center article here.

From within a project, after putting together your proposal, you can select the “share” button to send your proposal directly to your client via email through the Wethos platform.

You also have the option to CC other contacts to both your proposal and your invoices. Be sure to separate each additional CC email with commas and they’ll show in individual purple squares.

Visit the articles linked to find out how to further update your proposal or update your branding on the scope.

You can get your proposal's link from two places in the platform:

First, from the Projects tab, select the project you want to work with to open the project overview page. Select Share; this will pop up your sharing options. Select Copy Share Link, which will automatically be copied to your clipboard.

The second option is to click on the ellipses of your project on the Projects tab. Select “edit” to go straight to your proposal builder page. Click on the “share” button at the top of the page to see the same menu pop-up. Select Copy Share Link, which will automatically be copied to your clipboard.

Within a project, select the ellipses next to “share”

Select Download, and you'll be able to preview the PDF. If all looks good, select download on the top right.

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