What your Clients See: Proposals

Osmosis Support posted this on proposals

Much like questionnaires, proposals have an administration screen which allows you to see the URL to the client view of the document:

When the client selects to view one of these, they will be presented with a read-only view of the document:

This allows them to download a PDF and click through proposal sections on the right hand side.

The client can also post comments – these are shown in a threaded discussion at the bottom of the proposal.

Your client can also “Accept” or “Decline” the proposal as appropriate.

If the client accepts the proposal and you have required a signature, they will be presented with a second screen to sign the document:

From a client’s perspective, proposals are very simple to view and accept.

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