In the portal
- In the client portal, go to Proposals.
- Press Read it here to read it in full, or 📄 Open the PDF to save or print it.
- Happy to go ahead? Press Accept proposal, type your full name and position, tick to confirm, and press Accept proposal.
Not for you? Press Decline. It helps us if you say why, but you don’t have to.
From an email link
If we emailed you a link instead, open it to read the proposal, then fill in your name and position at the bottom and press Accept proposal. No sign-in is needed.
Good to know
- Only the main account holder can accept or decline for the company.
- A proposal can’t be accepted after its valid until date. Ask us for an up-to-date one.