The Send dialog
Choose Send on a proposal. The dialog is titled Send this proposal and says nothing leaves until you press Send. It checks, on the server, everything that blocks sending and lists it in plain sentences. Then you decide:
- Who gets it, and in what role. Each person is one of Signs, Pays, Contact or Sees it. You can fix a wrong email address here.
- Whether to ask for a payment method. Do not ask, ask and let them skip it, or ask and require it. Nothing is charged either way.
- When identity is checked. Before sending (you handle it yourself), while the client goes through the proposal, or after they sign.
- A covering note, in your own words.
Send a test to yourself first. It looks exactly like the real email and nothing goes to the client.
What happens when you press Send
The people, their signer roles, their private Room links, the letters, the reminder plan and the first email are all created together. The proposal moves to sent. If an email cannot be delivered, the dialog says why, for example the address bounced, and gives you a link to copy instead.
Asking for approval
Some things need a second person to say yes before a proposal can go to a client:
- a discount over the limit of the person who made the proposal,
- a price override,
- a required clause removed from a letter.
Choose Ask for approval. You can add a note for the approver, ask a specific person or leave it open to any approver, and tick Send automatically once approved so it goes out the moment it is approved, as long as nothing has changed.
The Approvals page in the sidebar has three views: Pending, Mine and Decided. An approver opens a request, sees the reason in words (never a cost or a margin) and chooses Approve or Return, with a note. You cannot approve your own request. You can withdraw a request, remind approvers, or reopen the proposal to change it. If the proposal changes after it was approved, that approval no longer applies and you ask again.
Note: Approvals are part of Growth and above. People who can approve are owners, admins and managers. If you are the firm owner and nobody else can approve, you can confirm a proposal yourself when you send: give a reason of at least 20 characters, which is kept with the proposal. A required clause removed from a letter always needs someone else.
If Send says some wording has not been reviewed
Accupe's own letter library is marked as pending legal review until counsel signs it off. While that is so, a real send can be blocked when a letter uses Accupe wording that has not been reviewed, and the dialog says so. A test send is never blocked. Wording you have written yourself or changed for a client is your text and is not held to this. If you are blocked, use your own wording for the clause in Settings, Engagements, Letters, or contact support@accupe.com.
After it is sent
The proposal shows as sent, then viewed and in progress as your client acts. See the next article for the timeline, reminders and the actions you can take.