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.