Save as PDF

Downloading and Sharing Proposals

Overview

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

Select the applicable tab for your edition of Responsive.

  • Downloading and Sharing Proposals

    To download the proposal, click Download and Share.

    PB - Download & Share.png

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

    PB - Download Options.png

    Sharing Proposals

    Completed proposals can be shared with people via email. Enter the email address into the Share With field and choose the permissions level from the drop-down as shown.

    PB - Share Options.png
    To allow users to share the proposal with others, select Allow resharing with others.

    You can customize the subject line and the message if you wish to do so.

    PB - Customize Message.png

    To define an expiration date for the proposal, click Set Expiration Date. You can choose from predefined periods such as 30, 60, or 90 days, or you can set a custom end date. Proposals with an expiry date will no longer be accessible to the users it has been shared with.

    PB - Set Expiry.png

    Managing Shares

    Switch to the Manage Shares tab to control user permissions for those with whom it has been shared.

    PB - Manage Shares.gif

    Shared Recipient View (View Only)

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

    PB - Email Invite.png

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

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

    PB - OTP Email.png

    Entering the OTP will navigate you to the proposal page.

    Proposal details including the last updated date and time, updated by, and version information are displayed in the top left corner.

    PB - Shared - View & Share Only.gif

    • Click Reshare [i] Share.png to share the proposal (Requires Reshare access).
    • Click Preview [i] Preview.png to view the attachment.
    • Click Download [i] Download.png to download the attachment.

    Note:

    • Proposals can be reshared with other recipients if it is enabled by the proposal author. In case the proposal author has not enabled it the share icon will not be available.
    • The recipients will also have the same level of access.
    • Recipients can also view and download the attachments by switching to the attachment tab.

    Shared Recipient View (View and Download)

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

    PB - Email Invite.png

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

    PB - Email Verification.png

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

    PB - OTP Email.png

    Entering the OTP will navigate you to the proposal page.

    Proposal details including the last updated date and time, updated by, and version information are displayed in the top left corner.

    PB - Shared - View Share & Download.gif

    • Click [i] Download PDF.png to download the proposal in PDF format (Requires View and Download permissions).
    • Click Reshare [i] Share.png to share the proposal (Requires Reshare access).
    • Click Preview [i] Preview.png to view the attachment.
    • Click Download [i] Download.png to download the attachment.

    Note:

    • Proposals can be reshared with others if it is enabled by the proposal author. In case the proposal author has not enabled it the share icon will not be available.
    • The recipients will also have the same level of access.
    • Recipients can also view and download the attachments by switching to the attachment tab.

     

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

    PB - Proposal Unavailable.png

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

    PB - Access Expired.png

    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.

    PB - Document Update in Progress.png

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Downloading and Sharing Proposals

    To download the proposal, click Download and Share.

    PB - Download & Share.png

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

    PB - Download Options.png

    Sharing Proposals

    Completed proposals can be shared with people via email. Enter the email address into the Share With field and choose the permissions level from the drop-down as shown.

    PB - Share Options.png
    To allow users to share the proposal with others, select Allow resharing with others.

    You can customize the subject line and the message if you wish to do so.

    PB - Customize Message.png

    To define an expiration date for the proposal, click Set Expiration Date. You can choose from predefined periods such as 30, 60, or 90 days, or you can set a custom end date. Proposals with an expiry date will no longer be accessible to the users it has been shared with.

    PB - Set Expiry.png

    Managing Shares

    Switch to the Manage Shares tab to control user permissions for those with whom it has been shared.

    PB - Manage Shares.gif

    Shared Recipient View (View Only)

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

    PB - Email Invite.png

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

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

    PB - OTP Email.png

    Entering the OTP will navigate you to the proposal page.

    Proposal details including the last updated date and time, updated by, and version information are displayed in the top left corner.

    PB - Shared - View & Share Only.gif

    • Click Reshare [i] Share.png to share the proposal (Requires Reshare access).
    • Click Preview [i] Preview.png to view the attachment.
    • Click Download [i] Download.png to download the attachment.

    Note:

    • Proposals can be reshared with other recipients if it is enabled by the proposal author. In case the proposal author has not enabled it the share icon will not be available.
    • The recipients will also have the same level of access.
    • Recipients can also view and download the attachments by switching to the attachment tab.

    Shared Recipient View (View and Download)

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

    PB - Email Invite.png

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

    PB - Email Verification.png

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

    PB - OTP Email.png

    Entering the OTP will navigate you to the proposal page.

    Proposal details including the last updated date and time, updated by, and version information are displayed in the top left corner.

    PB - Shared - View Share & Download.gif

    • Click [i] Download PDF.png to download the proposal in PDF format (Requires View and Download permissions).
    • Click Reshare [i] Share.png to share the proposal (Requires Reshare access).
    • Click Preview [i] Preview.png to view the attachment.
    • Click Download [i] Download.png to download the attachment.

    Note:

    • Proposals can be reshared with others if it is enabled by the proposal author. In case the proposal author has not enabled it the share icon will not be available.
    • The recipients will also have the same level of access.
    • Recipients can also view and download the attachments by switching to the attachment tab.

     

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

    PB - Proposal Unavailable.png

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

    PB - Access Expired.png

    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.

    PB - Document Update in Progress.png

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