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.
If you archive the event or move it to Cancelled, BloomBoard pauses its proposal reminders and makes the outstanding signing link unavailable. Restore the archived event, or move the cancelled event to another column, and the same link and reminder schedule resume. Neither action withdraws or voids the proposal.
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.
The archive confirmation also offers Void proposal when an outstanding version exists. This is optional, but permanent: unlike archiving, restoring the event does not bring a voided proposal back. Proposals accepted before an event is archived or cancelled stay available to the client as signed records.
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.