Seller: How do I issue a proposal?

There are two ways to issue a proposal. For the first option, navigate to Proposals by selecting Propose on the left-hand side menu and clicking Proposals.

From there, you can view your drafted proposals. On your desired proposal, click View on the right-hand side. 

The View Proposal page will show the outlined proposal. In the top right-hand corner, click Issue Proposal.

For the second option, navigate to Proposals by selecting Propose on the left-hand side menu and clicking Proposals.

From there, you can view your drafted proposals. On your desired proposal, click Issue on the right-hand side. 

Issue to Client: This will issue your proposal through the system and will send an email notification to the client. ​

• Enter the client's email address.
• Click on the blue plus sign to add another email address for the client.
• Click 'Issue'.

​​​​​​​​

Issued Outside System: You can send the proposal through your own email to a client.

• Select the 'Issued Outside System' button.
• Copy and paste the URL. You will need to send it to the client in order for them to access the proposal.
• Click 'Issue' - This will help you keep track of the proposal that you have sent to a client, even though you did it via your email account.

​​​​​​​​