Proposals > [Proposal number] > Email Once you're satisfied with the content and appearance of your proposal, and after it has been approved (if applicable), you can send it to your client or prospect via email: 1. Click on the Proposals tab. 2. Click on the number of the proposal you wish to send to your client or prospect. 3. Click on the "Email" link. 4. You will see the "Email" form, which contains the client/prospect's email address, a subject line (which you can edit), and a text box (which you can add to or edit) containing the a link to the proposal. 5. Click on "Send." Your client or prospect will receive an email message containing the link to your proposal; the client or prospect clicks on the link, and is taken to the "View" of your proposal. Your client or prospect then has the option of printing out the Proposal, or clicking on the "You can Accept or Refuse this Proposal now" link. If the viewer clicks on the Accept or Refuse link, they are taken to a "Response" form, where they can click on the Accept or Refuse buttons, and where they can include any messages or explanations in a "Response Notes" field before clicking on "Save." Once your client or prospect has viewed, accepted, or refused the proposal, your proposal's status will automatically be changed accordingly in your Proposals list. Note: The creator or approver of the proposal can manually reject the proposal and turn it back into a draft at any point in this process until the proposal is accepted by the external approver, i.e. your prospect or client. Once it is returned to draft stage, clients and prospects will be blocked from viewing it.