Support for
Proposals in Flyerlink can be shared with customers online through orderlink.
When viewed this way the customers can approve, forward on to a colleague or ask for changes
You can also require a deposit with the proposal to start a project.
To share a proposal with a customer, head to Workgroup > Proposals > View/Amend
When you've finished making all your changes, simply change the status to Share online or press the Share Proposal button
Your customer will get an email with a link that sends them directly to the proposal for approval
We also attach the proposal in a PDF
When they see the proposal they can approve immediately or send to a colleague or ask for changes.
We will notify you by email if it's accepted or if changes are required
If you want to require a deposit to start work
When adding your proposal milestones tick one as a deposit
Then when the client approves online they'll be asked to pay a deposit in order to accept the proposal
