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Proposals & Contracts

How to Send a Proposal Link

Copy, open, or prepare an email with the public proposal link.

Lemlii prepares a public proposal link after the proposal is complete and the business signature is present.

  1. Complete the proposal before sharing

    In Proposal Preview, check the payment schedule, read the contract, and add the business signature. Select Complete to open Share proposal.

  2. Choose how you want to use the link

    Choose a share action:

    • Open Link: opens the exact page the client will receive so you can inspect it first.
    • Copy Link: copies the private proposal address for a message you write yourself.
    • Open Email App: prepares a message in the default email app; you still review and send it.

  3. Inspect the public proposal

    Select Open Link and check the names, event details, total, payment schedule, contract, and signatures. Edit the proposal if anything is wrong.

  4. Send the link in the appropriate message

    Use Copy Link to paste into a message, or Open Email App to start an email. Check the recipient before sending.

  5. Find the same proposal link later

    1. 1.

      Open Leads and expand the correct client.

    2. 2.

      Open the Proposal actions.

    3. 3.

      Choose Open proposal to review the public page or Copy proposal link to copy its address.

    4. 4.

      Verify the reopened page before sharing the link again.

Notes

  • Open Email App opens a prepared message in the default email app; sending remains your action.
  • Do not post a client proposal link publicly.