Review the saved offer before approving or signing it.
1. Open the shared document
From your portal dashboard, use Proposals to Review, or open Estimates or Proposals in the menu.
2. Read the full offer
Check the scope, quantities, prices, tax, expiry date, and any optional choices. Read every page before continuing.
3. Complete the required fields
Select your choices and fill in the requested details. If the document asks for a verification code, use the code sent for that document.
4. Confirm the intended decision
Use the available approval, decline, or signing action. Review the result and save the accepted or signed copy. Contact the sender if the offer is expired or the action is unavailable.