This article explains:
Where to find the Send Quote and Preview buttons
How the preflight check system works
How to export a PDF or generate a sharing link
How to tell whether a proposal is visible to your client
What happens when a proposal is archived
This guide is written to clarify system behavior so you always know:
Why a quote can or cannot be sent
Whether a client can see a proposal
Whether a proposal can still be signed
1. Send & Preview Buttons (Available on All Tabs)
What Changed
The Send Quote and Preview buttons are now located in the top-right corner of every project and opportunity screen.
You no longer need to navigate to the Scope tab to send or preview a quote.
If you were previously used to sending from the Scope tab, you will now see a message in that location directing you to the new top-right buttons.
Where to Find the Buttons
Open an Opportunity.
Look in the top-right corner.
You will see:
Preview
Finalize Quote
These buttons are available regardless of which tab you are currently viewing (Scope, Subcontracts, Finance, etc.).
2. How the Preflight Check Works
When you click Finalize Quote, the system performs a pre-send review of your proposal.
If issues are detected, a popover appears explaining what must be resolved.
2.1 Send Button Status Indicator
If the proposal is incomplete:
The Finalize Quote button displays a badge with the number of blocker/s.
Hover your mouse over the button and it opens a detailed list.
2.2 Types of Preflight Items
The system organizes issues into three categories:
Blockers (Cannot Send)
These must be resolved before sending, like:
Scope items are completely empty
If blockers exist, the quote cannot be sent.
Critical Warnings
These may indicate incomplete or invalid information:
Scope items missing prices
Incomplete client information
Missing project address
These should be resolved to ensure a complete and professional proposal.
Suggestions
These do not block sending but may improve quality, such as:
Incomplete business information
Only one scope item
2.3 Fixing Issues Quickly
Each item listed in the preflight popover is clickable.
When you click an issue, the system takes you directly to the section that needs to be updated.
This prevents you from manually searching through the project to find the problem.
2.4 When the Quote Is Ready
If no blockers or warnings are present:
The popover confirms that your quote looks ready.
You can proceed to send immediately.
3. Quick Actions: PDF Export & Sharing Link
From the Finalize Quote popover, you can also:
Download a PDF of the proposal
Generate a no-login sharing link
These options are available even if you choose not to formally send the quote through the system.
This allows you to:
Send a PDF manually
Share a link via text or email
Review the final version before sending
4. Client Visibility Indicator
A visibility status is now displayed on the Project/Opportunity page.
This indicator shows whether the proposal is:
Visible to the client
Not yet shared
Archived / void
This removes uncertainty about whether your client can access the proposal.
When Is a Proposal Visible?
A proposal becomes visible only after you explicitly send or share it.
If you are preparing a proposal for a client who already has portal access:
They will not see the project until you send the quote.
There are no edge cases where a draft proposal becomes visible automatically.
5. Archived Proposal Behavior
Archiving a proposal changes how it behaves for both you and your client.
5.1 If the Contract Has NOT Been Signed
On the Contractor (GC) Side
The proposal is marked as archived/void.
It cannot be signed.
On the Client Side
The signing button is disabled.
A message indicates the proposal is archived and cannot be signed.
5.2 If the Contract HAS Been Signed
No behavior changes.
The signed contract remains valid and accessible.
6. System Safeguards
The system now ensures:
Clients cannot see unsent proposals.
Archived unsigned proposals cannot be signed.
Visibility only occurs after explicit sharing.
Finalize button status updates automatically as project details change.
Frequently Asked Questions (FAQs)
Why can’t I send my quote?
The Finalize Quote button will show a badge indicating unresolved issues.
Click Finalize Quote to open the preflight popover and review blockers.
Blockers must be resolved before sending.
What is the difference between a blocker and a warning?
Blocker: Prevents sending entirely.
Critical Warning: Strongly recommended to fix but may not block sending in future iterations.
Suggestion: Optional improvement.
Can my client see a quote before I send it?
No.
A quote is only visible after you explicitly send or share it.
If I archive a proposal, can my client still sign it?
No.
If the contract has not been signed, archiving disables signing and marks the proposal as void.
Does archiving affect already signed contracts?
No.
Signed contracts remain unchanged.
Where did the old Send button go?
The Send and Preview buttons have been moved to the top-right corner of the project screen.
A message in the previous location points you to the new position.
Can I download a PDF without sending the quote?
Yes.
Use the Quick Actions in the Send popover to download a PDF at any time.
Summary
You now have:
Send & Preview access from any tab
Guided pre-send validation with click-to-fix navigation
Built-in PDF export and sharing link options
Clear visibility indicators for client access
Safe archived proposal behavior
These improvements are designed to give you clearer control over quoting, signing, and client access at every stage of the project lifecycle.