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When you send a proposal, your customer gets an email with a secure link. Clicking it opens the proposal in their browser — no login, no app, no password. This page walks through exactly what they experience, so you can speak to it with confidence on a sales call.

Video: Client View of Proposal Actions (1:57)

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Opening the proposal

The customer clicks the link in their email and the proposal opens to a friendly greeting — Hi, [first name] — with the prompt “View your custom proposal below and take action.” They can scroll through the whole thing and print it if they’d like a paper copy.
The moment a customer first opens the proposal, you’re notified that they viewed it. (See Handle the customer’s response.)

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Reviewing the work

As the customer scrolls, they see the proposal you built, in order:
Your company header, the To / From details, and your Notes to Client message if you added one.
Your company’s “about” section and customer reviews for your branch — social proof, right where they’re deciding.
Any media you attached, both for the job overall and on individual services.
Any custom terms, allowances, or notes you added for this proposal. This section only appears if you filled it in.
The itemized work, grouped by area. Whether they see per-item prices depends on the Unit Price and Total Price choices you made when building the proposal.
Subtotal, any discount, taxes, the total, the Required Deposit, and — when your branch uses them — a Payment Schedule that breaks the total into named payments.

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Comparing competing quotes (WisePick)

When WisePick is enabled for your branch, the customer also sees a WisePick card near the top of the proposal inviting them to compare quotes:
  • They click Compare Quotes and upload up to 3 competing proposals as PDF files — no login needed.
  • WisePick analyzes the documents side by side (it usually takes 15–30 seconds), comparing pricing, materials, scope of work, terms and conditions, credentials, warranty, and overall quality.
  • When it’s done, View Comparison opens the side-by-side analysis, and they can reopen it any time.
The WisePick card doesn’t appear when you present the proposal before it’s been sent (while the estimate is still In Progress). It shows once the proposal is out with the customer.
When a customer uploads competing proposals, your team is notified and can see the same analysis and the uploaded documents — see Handle the customer’s response.

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The payment schedule

If your branch uses payment schedules and you built one for this proposal, the customer sees it in the Price Summary, just under the Required Deposit. It lists each payment by name — for example Deposit or Final Payment — with its amount, the share of the total it represents, and any services tied to it. For the customer it’s read-only: it simply shows how the total is broken up.

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Choosing a payment option

In the Price Summary, under Payment Options, the customer picks how they’d like to pay from the options your branch offers. If financing is one of them, selecting it reveals more:
  • A Loan Term dropdown, with your most common term marked Most Popular.
  • An estimated monthly payment and approximate APR for the term they pick.
  • An Apply Now link to your financing partner, when one is set up.
Financing figures shown here are estimates only and subject to credit approval — the proposal says so right on the page. They help the customer picture the monthly cost; they’re not a final offer.
When your workspace has Acorn Finance connected, financing works differently. The financing payment option above is replaced by an Acorn Finance offer shown just below Payment Options — instead of the loan-term selector and estimated figures, the customer sees an invitation to “Pay for your project over time” and taps Check rates (or scans the QR code) to see if they’re pre-qualified by Acorn’s network of lenders. They still choose one of your other payment options for this proposal; Acorn is how they cover the cost. A proposal that was already signed keeps the payment method it was signed with.
The payment option the customer selects is recorded with their approval, so your team knows how they intend to pay.

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Signing the proposal

When the customer is ready to accept, they sign right on the page in the Sign Proposal section:
1

Read the agreement line

Above the signature area: “By signing below, I acknowledge that I have read and agree to the terms and conditions outlined in this proposal.”
2

Enter the name

They type the signer’s full name in Client Name (pre-filled with the customer’s name). Today’s date fills in automatically.
3

Sign

They draw their signature in the signature box with a finger, stylus, or mouse. A Clear button lets them redo it.
4

Approve

With a name and signature in place, they tap Sign & Approve (or Approve Proposal). Both a name and a drawn signature are required — the approve button stays unavailable until both are there.
The customer sees a confirmation that their approval was recorded, and the action bar updates to show Approved Proposal. The signature, the signer’s name, and the date are saved on the proposal as a record.

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Their other options

If the customer isn’t ready to approve, the action bar at the bottom gives them two more choices (on mobile these live under Other Options):
  • Request Changes — ask for an adjustment and describe what they’d like changed.
  • Reject Proposal — decline, optionally with a reason and a note.
Both send their feedback straight to your sales team. What happens after each of these is covered in Handle the customer’s response.

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What’s next

Handle their response

Signed, rejected, changes requested, or expired — and your next move.

Send a proposal

The sending flow and the secure access link.