Sending & Tracking Proposals

Sending a Proposal

Once your proposal is in Draft status, click Send to client from the proposal detail page. Omako:

1. Changes the status to Sent
2. Generates a unique share link
3. Copies the link to your clipboard so you can share it via email, WhatsApp, or any channel

The share link opens a branded, read-only view of your proposal. The client can accept or decline directly from that page.

INFO

Omako does not send the email for you. You paste the link into your own email or message. This keeps you in control of the message context.

Resending

If a client has lost the link or you want to nudge them, click Resend on the proposal detail page. The same link is copied again — no new link is generated.

Copying the Link

You can copy the share link at any time (even before sending) from the Copy link button on the proposal detail page. Useful if you want to share the proposal manually without formally changing its status.

Proposal Expiry

If you set a validity end date in Step 1 (Basics), the proposal automatically changes to Expired after that date if the client hasn't responded. You can update the validity dates and re-send an expired proposal.

Downloading as PDF

Click Download PDF to generate a PDF version of the proposal. The PDF is rendered with your workspace branding. It's useful for email attachments or your own records.

AI Proposal Review

Before sending — or after a decline — click Review with Omi to get an AI quality assessment of your proposal. See Proposal Review → for details on what the review covers.

What Happens When a Client Accepts

When the client clicks Accept on their share link:

1. The proposal status changes to Accepted
2. A notification appears on your dashboard
3. A Convert to project button appears on the proposal detail page

Click Convert to project to create a project pre-filled with the proposal's milestones, client, and scope.

What Happens When a Client Declines

The proposal status changes to Declined. You can:

• Click Edit to revise and re-send
• Click Duplicate to start a fresh proposal using this one as a base

Deleting a Proposal

Proposals can be deleted from the list view (hover → delete icon) or from the proposal detail page. Accepted proposals cannot be deleted.

WARNING

Deletion is permanent. If you want to keep a record but retire a proposal, consider leaving it in Declined status instead.