Your prospect/client does not need a license to view the proposal. The prospect will simply click on the View proposal link in the email and open the proposal in a browser.
Articles in this section
- How do I get notified when my prospect interacts with their proposal?
- Does my prospect need to have a Business App login to view proposals?
- How do I invoice approved Proposals?
- How will my prospect view the Proposal?
- How do I delete a proposal?
- Can I add Snapshot Report to my Proposal?
- How do I create my Proposal template?
- How do I access Proposal Builder?
- Can I create Proposals in multiple currencies?
- Which products can I include in my proposals?