A common question is, “How do you preview the proposal before sending it to the client?” Well, it’s quite simple and you can do this in Step 3. “Send” under the Delivery Options. Just to the right of each recipient, you’ll see a grey Preview button that will show you exactly what the client will receive once they click on the email link.

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Although our goal is to show you “What You See Is What You Get” (WYSIWYG) with our proposal software, we still want to give you the actual experience your client will receive.


Here’s a quick walk-through that will show you how it works in action:


You’ll also notice that at the top left of the preview mode you’ll see a PDF Download icon download-proposal-template. By clicking on this, you can download a copy of the PDF for yourself. You can always get a copy of the PDF which is located in the Recipients screen of the proposal.