Track a sent proposal and the client’s response
When to use this
Use this guide after a proposal has gone out and you want to know what the client experiences, how to follow their response, and what to do when they reply with something other than a straight yes.
What the client sees
Whichever channel you sent through, the client lands on the same signing page. There they can:
- read the full proposal, exactly as you sent it
- download a PDF copy
- view the pinned terms before signing
- accept and sign, decline, or request changes
The page works just as well on a phone as on a desktop, so a client reading on the move loses nothing.
Following the response
The event tracks the proposal as it moves: sent, viewed, then accepted, declined, or changes requested. When a client acts, you get an in-app notification and an email, and the event’s card on the board shows the state.
- Accepted: the client signs, the event books, and a signed terms record is kept. From here, move to invoicing.
- Declined: the client can leave a reason. The proposal closes out and the history keeps the record.
- Changes requested: the client’s message appears on your proposal board in an amber banner, with the full text and when it arrived. Create a revision, make the changes, and resend. The client can add follow-up messages to the same request while you work.
Reminders and deadlines
Every send carries a response deadline, seeded from your account default. From the event you can:
- Remind the client by email. Reminders have a cooldown so a client is never accidentally spammed.
- Extend the deadline if the conversation is still alive. On a proposal that has already expired, this becomes extend and reactivate, bringing the signing page back to life.
Resending and withdrawing
If you send a revised version, the old signing link shows a notice that a newer version exists, and only the new link is signable. If you need to pull a proposal back entirely, withdraw it; the signing page closes until you send again.
Once a client accepts, that version is fixed forever. You can keep working on a new revision, but the accepted document, its totals, and its terms never change underneath the client.