This page covers features gated by Manager-tier permissions. Managers and Admins have these by default; your administrator can adjust who has them in Settings > Team.
What the portal looks like
The client sees the access-code entry (if you’ve enabled one), your branded hero, venue details, moodboard, arrangements with itemised or summary pricing, your terms, and a Sign Proposal button. They can also download a PDF or print the proposal from the top bar.Signing the proposal
The client clicks Sign Proposal, enters their full name and email, types their name to sign, and confirms. The acceptance is logged with the signer’s name, email, IP address, and a timestamp.What happens when a proposal is signed
Once your client signs, several things happen behind the scenes:View tracking
You can see when your client first opened the portal and how many times they’ve viewed it. This is helpful for knowing whether a client has looked at your proposal or if you need to follow up because they haven’t opened it yet.The frozen snapshot
Your client always sees the version of the proposal that was last published. If you make changes to the quotation after sending, those changes won’t appear on the portal until you republish the proposal. This protects you from accidentally showing a half-finished update to a client.Common questions
Can the client see changes I make after sending?
Can the client see changes I make after sending?
Not automatically. The portal shows the version you last published. If you update the quotation, you’ll need to republish the proposal for those changes to appear on the portal.
What if my client loses the link?
What if my client loses the link?
You can resend the proposal at any time from the event page. The link stays the same, so if they bookmarked it previously, that bookmark will still work.
Is the signature legally binding?
Is the signature legally binding?
The portal records the client’s name, email, IP address, and the exact time they accepted. While this provides a strong record of agreement, you should consult your own legal adviser about what constitutes a binding contract in your area.
Can I disable the access code after sending?
Can I disable the access code after sending?
Yes. You can turn the access code on or off at any time from the proposal settings. If you turn it off, the client can access the portal directly from the link without entering a code.
What’s next?
Proposals
Build and send proposals that win bookings.
Sending Proposals
Send your proposal to clients by email, SMS, or link.
Event Lifecycle
Understand every status from draft to completed.
Payments & Deposits
Record deposits, balances, and track what’s owed.