Check the complete offer and recipients before choosing immediate or scheduled delivery.
1. Open the proposal
Go to Proposals → My Proposals and open the intended editable draft. Confirm the customer and proposal name.
2. Run the Send check
Save and preview the proposal, then choose Send Email. Review the check for blank details, example content, expiry, and empty pricing. Use the offered fixes and review again.
3. Review the email
Check To, Cc, and Bcc, subject, message, attachments, and expiry. Check any personal-link roles and signer assignments separately.
4. Send or schedule
Use the intended Send or Send Later choice and review its delivery time. Confirm only after the message and recipients are correct.
5. Check status
Return to My Proposals or History. Sent, Opened, Approved, Declined, and Expired describe different events. A send or open event does not establish agreement.