To publish the Proposal and Costing to the client website, start by navigating to the client website tab in the program dashboard.
- Add a “Message to the Client”
- Add any additional documents to the client website
- Press publish to publish the proposal and costing (Note: Clients will be unable to view the proposal and costing without the link that VIPER auto-generates.)
- Click Preview Proposal to review the proposal before notifying the client
- Click 'Send Email to Client" and an email will automatically populate with the required information.
- When you are ready to send, click send and VIPER will send the email to your client along with link and password to view the proposal.