Overview
Client Portal Overview
When your clients are reviewing proposals in the client portal, they will have the following options:
- Approve the entire proposal as is.
- Reject the entire proposal. When they select this option, they are prompted to enter the reason(s) why they are not approving it, so you can make the necessary adjustments and resubmit it.
- This third option is optional. If your turn it on, then your clients will be able to select which items they want to approve and purchase. They will mark items as “Approved”, “Maybe” or “Rejected”.
Approving All - Approving all items on the proposal and sending this approval.
Rejecting All - Rejecting all items on the proposal.
Partial Approval - Proposals are partially approved when the client sets the approval status of some or all items to Maybe.