What clients can do in a shared proposal

What clients can do

Clients don't get access to your Quiip account — they interact only with the proposal you've shared. Within that view, they can:

• View every section of the proposal.
• Accept the proposal by signing it.
• Sign off using the built-in e-signature or the DocuSign flow.
• Chat with you directly from the proposal.

What clients can't do

• Edit your source content.
• See your internal notes or drafts.
• Access other proposals, or your dashboard.