How to Send a Proposal and See When Your Client Opens It
Email a proposal or share its link, then watch it move from sent to viewed to signed.
What the video says
Here's how to send a proposal, and see when your client opens it.
Open the estimate. It stays a draft until you send it.
Send proposal emails your client a secure link, with a message you can change.
Or copy the link, and send it by text or WhatsApp yourself.
Your client opens it on any device. No account, no password.
They can approve and sign right there.
Back in QuickEstimate, the status changes to viewed the moment they open it.
History shows every step, from sent, to viewed, to signed.
And your estimates list shows where every proposal stands.