Ready for Client Approval
When you're ready for the Proposal to be overviewed by your clients for approval, click the check mark next to "Ready for client approval."
Please note: You must have at least one product or service on the proposal in order for the client to approve it. If you would like your client to approve a quote from a vendor (or something similar), we recommend putting the document in either the Contracts or the Files & Media section for approval.
Your client can then login to their Studio and click "Approve."
It'll then ask them to type in their name (like an e-signature) then click "Approve." **Note** They must enter their name exactly as it shows on their client profile. If your client is having trouble approving, click here to see some of the common reasons that this may be.
Once it's approved, you'll see an "Approved" button with a timestamp on it underneath the Status.
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.
Happy designing!