How do I add a Client Contact to a proposal?

For any given proposal, you can add one or more Client Contacts that will be eligible to receive a URL or web link to view the proposal. Each Client Contact must have a valid email address entered into Viper before the proposal URL can be sent to them. To add a Client Contact to a proposal, go to the Details tab within a Program and click the [Add a Client Contact] link. Choose the role for your Client Contact and click [Save]. Note that your client will not see the role that you assign to them.

 

Note that each Client Contact you add is eligible to receive a unique URL to view the proposal, but you can choose which Client Contacts you want to send the URL to and when. Client Contacts can be sent the proposal URL from the Client Website tab.