Downloading and Sharing Proposals

Once the proposal is ready, you can download or start sharing it.

To download the proposal, click Download.

You can choose to download the proposal in PDF or MS Word (docx) format.

Sharing Proposals

Easily share your finished proposals with multiple people via email.

Click Share and enter the email address into the pop-up. Next, set the permissions level from the drop-down as shown.

Note: If you want to share the proposal to multiple email address simultaneously, enter addresses in the designated field and press Enter after each one.

Optionally, you can customize the message if you wish to do so.

To set an expiration date, click Set Expiration Date. Choose from pre-set options (30, 60, or 90 days) or select a custom End date. Once the expiration date passes, shared users will no longer be able to view the proposal.

Next, set the resharing permissions as required.

Click Share to share the proposal.

Managing Shares

Click to switch to the Manage Shares page. Here you can control the access level, reshare permission and expiry for the shared users.

Shared Recipient View (View Only)

The recipient will receive the following email when it is shared.

Clicking View Proposal will redirect the recipient to an email verification page.

A one-time password (OTP) is generated and sent to the recipient's email when they click View Proposal.

Entering the OTP will navigate you to the proposal page.

Guest View (View and Share access)

1. Proposal Details including Proposal Title, Proposal Version, and Last Updated details.
2. Share - Guests with reshare access can share the proposal.
3. - Guest with access to discussions can start/view discussion with the sharer.
4. Proposal Pane - Displays the proposal.
5. Collapse/Expand the side pane.
6. Switch between Sections and Attachments tabs.
   
   • Sections tab - Displays the table of content of the proposal.
   • Attachments tab - Displays the file attached to the proposal.
     
     
     • Click the three-dot menu and select to preview the attachment.

Note: Guests with reshare permission can share the proposal with others. When sharing, guests can set access levels and permissions for recipients. However, these permissions are limited to the ones the guest themselves has.

Shared Recipient View (View and Download)

The recipient will receive the following email when it is shared.

Clicking View Proposal will redirect the recipient to an email verification page.

A one-time password (OTP) is generated and sent to the recipient's email when they click View Proposal.

Entering the OTP will navigate you to the proposal page.

Guest View (View, Share and Download access)

1. Proposal Details including Proposal Title, Proposal Version, and Last Updated details.
2. Download - Guests with download access can download the proposal in PDF format.
3. Share - Guests with reshare access can share the proposal.
4. - Guest with access to discussions can start/view discussion with the sharer.
5. Proposal Pane - Displays the proposal.
6. Collapse/Expand the side pane.
7. Switch between Sections and Attachments tabs.
   • Sections tab - Displays the table of content of the proposal.
   • Attachments tab - Displays the file attached to the proposal.
     
     
     • Click the three-dot menu and select to preview the attachment.
     • Click the three-dot menu and select to download the attachment

Note: Guests with reshare permission can share the proposal with others. When sharing, guests can set access levels and permissions for recipients. However, these permissions are limited to the ones the guest themselves has.

Archived proposals will no longer be available for the shared users and will display the following message.

Proposals with an expiry date display the following message when accessed after the expiry date.

Modifying a shared proposal temporarily restricts access for shared users. Users will see the following message until the changes are saved and the proposal is republished.