Read the same saved pages the client will receive before starting delivery.
1. Open the proposal
Go to Proposals → My Proposals and open the intended editable draft. Confirm the customer and proposal name.
2. Save current changes
Choose Actions → Save and wait for completion.
3. Open Preview
Choose Actions → Preview. Review every page, including the cover, scope, pricing, terms, and signature or required fields.
4. Try the choices
Check optional items, quantities, dropdowns, and conditional fields. Verify the resulting totals and required answers.
5. Fix and recheck
Return to the editor for corrections, save again, and reopen Preview. Check the customer and expiry before using Send.