---
title: "How to send a proposal"
url: https://support.hubflo.com/en/articles/15214874-how-to-send-a-proposal
collection: "Proposals & contracts"
updated: 2026-09-23
language: en
alternates: [fr]
---

# How to send a proposal

Once your proposal is ready, you have several options for getting it to your client.

# Sending options

## Send via email (using your connected inbox)

If you've [connected your email inbox](https://support.hubflo.com/en/articles/11094386-connect-your-email-to-hubflo.md) to Hubflo, you can write the email yourself or use the _Introduction message_ template. The proposal is included as a secure link.

1.  Click **Send**
    
2.  Select **Send by email (manual)**
    

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_7490.gif)

**Note:** Edit the _Introduction message_ shown in the email from **Settings** → **Billing.**

## Send with Hubflo's email template

Click **Send > Via Hubflo (automated email)** to send the proposal email automatically using a professional template. The client receives a secure link to view and respond to the proposal.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_3978.png)

**Tip:** Before sending to the client, send a test email to yourself to preview exactly what they'll see.

## Share a link

Click **Send > Copy link** to copy the proposal link and send it via any channel such as text message, WhatsApp, another email tool, or your client portal.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_8502.png)

## Download as PDF

You can download the proposal as a PDF and send it manually if you prefer full control over the message.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_2316.png)

# What the client sees

Clients can access a proposal in two ways:

-   **Via the proposal link** with no login required. They can view the proposal, download the PDF, and accept and sign it directly from the link.
    
-   **Via the client portal** for clients who have portal access. They can find their proposals by logging in and going to **Billing** in the sidebar.
    
    ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_1973.png)

When a client opens their proposal, they see:

-   The proposal content and pricing
    
-   The expiration date
    
-   A button to download the proposal as a PDF
    
-   A button to download or sign the contract (if one is attached)
    
-   An **Accept & sign** button to accept the proposal and sign the contract online  
    ​
    

[Learn how clients sign proposals →](https://support.hubflo.com/en/articles/15232369-how-to-sign-a-proposal-in-hubflo.md)