Sending Proposals and Tracking Status

Overview
Discover how to send proposals via email from within Laywork and monitor when leads view or accept them.

Steps

1. Find your draft proposal and click Action → Send.

2. Enter recipient email(s) and a custom message.

3. Click Send.

4. The proposal’s Status will change to Waiting (Sent).

5. Track status in the list:

   • Waiting – sent but not yet viewed

   • Viewed – lead has opened it

   • Accepted / Declined

Tips

• Send a reminder email by editing the proposal and clicking Resend.

• Set an early Valid Till date to encourage timely responses.

Troubleshooting / FAQs

• Q: Lead claims they didn’t receive the proposal.

  • A: Confirm the email address is correct, then resend. Check spam/junk folders.