Overview

You can download or start sharing proposals once they are in the Ready state. 

Downloading proposals

1. Click Download.
2. Choose to download the proposal in PDF or Word (.docx) format.

Sharing proposals

1. Click Share and enter the recipients email address.
   Note: To share the proposal with multiple email address simultaneously, enter the addresses in the designated field and press Enter after each one.
2. (Optional) Customize default message that will be sent with the email.
3. (Optional) Click Set Expiration Date and choose from pre-set options (30, 60, or 90 days) or select a custom End date.
   Note: Once the expiration date passes, shared users will no longer be able to view the proposal.
4. Set the sharing permissions.
5. Click Share.

Managing shares

Click Manage Shares from the left navigation menu. Here you can control the access level, reshare permissions, and expiry for the shared users. 

Shared recipient view

The recipient will receive a notification email when it is shared.

• Clicking View Proposal redirects the recipient to an email verification page.
• A one-time password (OTP) is generated and sent to the recipient's email when they click View Proposal.
• Entering the OTP navigates them to the proposal page.

Guest view (view and share access)

Guests with reshare permission can share the proposal with others. When sharing, guests can set access levels and permissions for recipients. However, these permissions are limited to the ones the guest themselves has.

1. Proposal Details including Proposal Title, Proposal Version, and Last Updated details.
2. Share - Guests with reshare access can share the proposal.
3. Guests with access to discussions can click Discussions to start/view discussions with the sharer.
4. Proposal Pane - Displays the proposal.
5. Collapse/Expand the side pane.
6. Switch between Sections and Attachments tabs.
   • Sections tab - Displays the table of content of the proposal.
   • Attachments tab - Displays the file attached to the proposal.
     • Click the three-dot menu and select Preview to preview the attachment.

Guest view (view, share and download access)

Guests with reshare permission can share the proposal with others. When sharing, guests can set access levels and permissions for recipients. However, these permissions are limited to the ones the guest themselves has.

• Archived proposals will no longer be available for the shared users and will display a message.
• Proposals with an expiry date display a message when accessed after the expiry date.
• Modifying a shared proposal temporarily restricts access for shared users. Users will see the message until the changes are saved and the proposal is republished.

1. Proposal Details including Proposal Title, Proposal Version, and Last Updated details.
2. Download - Guests with download access can download the proposal in PDF format.
3. Share - Guests with reshare access can share the proposal.
4. Guests with access to discussions can click Discussions to start/view discussions with the sharer.
5. Proposal Pane - Displays the proposal.
6. Collapse/Expand the side pane.
7. Switch between Sections and Attachments tabs.
   • Sections tab - Displays the table of content of the proposal.
   • Attachments tab - Displays the file attached to the proposal.
     • Click the three-dot menu and select Preview to preview the attachment.
     • Click the three-dot menu and select Download to download the attachment.