Client Proposal View

When you send a proposal, Omako generates a unique link (e.g. my.omako.app/p/abc123). Your client signs in once to open it — there is no password to create, and it never costs them anything.

Inviting Your Client

Before your client can open anything, invite them from their client record. Omako emails them a link, and they sign in with a 6-digit code sent to that same address.

You only do this once per client. After that, everything you share with them appears in the same place.

TIP

If a client record has no email address, add one first — Omako needs somewhere to send the invitation.

How Your Client Signs In

1. They open the link and enter their email address
2. Omako emails them a 6-digit code
3. They enter the code and they're in

No password to choose, no password to forget, nothing to install. It works the same on a phone as on a laptop.

INFO

The invitation works only for the email address you sent it to. If your client forwards it to a colleague, the colleague cannot use it — they would need their own invitation. This is deliberate: it means an approval always belongs to a specific person.

What the Client Sees

The proposal page is a clean, branded document showing:

• Your workspace logo and accent colour
• Proposal title and validity dates
• Project scope, deliverables, and pricing
• Milestone plan with due dates and payment percentages
• Legal clauses and terms
• Your contact details

The layout is designed to look professional on both desktop and mobile.

Accepting or Declining

If the proposal is in Sent status, two buttons appear at the top of the page:

• Accept — the client confirms they want to proceed
• Decline — the client declines the proposal

After clicking either button, the client sees a confirmation message and the buttons are replaced with a status banner (Accepted or Declined). The status in your Omako workspace updates immediately.

Every acceptance is recorded with the account that made it, the date and time, and the device it came from. If a client ever disputes what was agreed, you have a record of exactly who accepted and when.

After the Proposal Has Been Responded To

If a client opens a link after they have already accepted or declined, they see a read-only view with a status banner. They cannot change their response through the link.

Downloading as PDF

The client can click Save as PDF or use their browser's print function to save a copy. This is useful for their own records or approval workflows.

Branding

The proposal page uses your workspace's brand settings — logo, accent colour, and fonts. To update how your proposals look, go to Settings → Workspace Settings →.

Removing Access

You can revoke a client's access at any time from their client record. It takes effect immediately — the next time they open a link, they will not be able to see it.

Revoking access does not delete anything. Your proposals, invoices and records stay exactly as they were.

Link Expiry

A proposal can have a validity end date. Once it passes, the proposal shows as Expired and the Accept/Decline buttons are hidden. The page stays readable for reference.

Share links themselves can also be given an expiry date, after which the link stops opening and your client should go to their workspace instead.