The check before sending
Nothing stops you while you're writing. When you're ready to send, one check lists anything worth a second look.
Open the check
The Send… button at the top right of the editor shows how many things need a look, like Send… (2 to check). Click it to open Check and send. Opening it doesn’t change anything.
- 1Each item says what’s wrong and which page it’s on. Click it to go there.
What it looks for
Fix first is for anything that would make the proposal contradict itself in front of your client. You can’t create the link until these are fixed. For example:
- No client name on the cover.
- No prices in the proposal.
- A line whose price doesn’t match the details under it.
Worth a look is everything else. You can send with these still there. For example:
- A group that isn’t priced yet, which is left out of the total.
- Sample text still in place. It won’t print until you fill it in or keep it.
- A payment schedule that doesn’t add up to the total.
- A line with a zero or negative price.
To print sample text as it is, open its ⋯ menu and choose Print the sample text as is.
The AI check
Under the list is an optional Run an AI check. It reads the whole proposal for typos, numbers that don’t match, and anything that looks like it was written for another job. It doesn’t change anything, and it can be wrong, so still read the proposal yourself.
Send it
When nothing needs fixing, the button at the bottom says Make the link…. That takes you to the link and the email. See Your client’s link.