Sharing & Clients
Chatting with your client
Keep the conversation attached to the deal, not scattered across inboxes.
From your side
- Open the proposal and click the Chat panel.
- Send a message, or reply to the client.
- You'll be notified when the client replies.
From the client's side
Share the proposal first — without a shared proposal, the client can't see the chat.
- The client sees the same chat panel inside their shared proposal view.
- They can open the general chat thread.
- No login is required — chat is tied to the secure proposal link they were sent.
Why it matters
Every question, objection and clarification is captured in context, right next to the section it's about — useful both for closing faster and for a clean record of what was discussed.
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