Approving All Items
Approving All Items
Your clients will need to click on the Proposal button on the Dashboard. If there is more than one proposal for the project, then they will need to click on the appropriate Review/Approve button.
Your clients will then see a screen similar to the one below. When they are ready to approve the entire proposal they will click on the Aprrov
Approving All Items
Since all items on this proposal are already marked as approved, clients will only need to review and click Finish at the bottom of the page.
Signature Requirement
To confirm that the client is approving the proposal, they are asked to sign their name then click the I approve this proposal button.
Notification
Finally, both the client and the design firm will receive an email notifying them that the proposal has been approved, with the signed proposal attached.
