How to View Proposals in the Client Portal
Clients can review proposals shared with them through the Client Portal, and accept or decline them directly.
Viewing Proposals
After logging into the portal, clients can see all sent proposals with their title, date, amount, and status.
Proposal Details
Clicking a proposal shows the full breakdown including all line items, descriptions, quantities, rates, taxes, and the total amount.
Accepting or Declining
Clients can click "Accept" to approve the proposal or "Decline" to reject it. This action:
- Updates the proposal status immediately.
- Sends a notification to the workspace owner.
- Records the decision with a timestamp.
💡 Tip:
Once a client accepts a proposal, the workspace owner can convert it to an invoice with one click.