Proposal editor: signature, sharing, expiry
Everything that happens once the proposal is ready to send.
Once the proposal is edited, the editor (`/propal/[id]`) offers several key actions: client side preview, public link generation, e signature and PDF export.
Share with the client
- Click Share at the top right.
- Generate a public link to send to the client.
- Send the link by email straight from the app or copy it to send elsewhere.
E signature
On the client side, the proposal shows with a Sign button. The client types their name, draws their signature, and confirms. The signature is timestamped and linked to the document. You get an instant notification.
PDF export
The Export to PDF button generates a static version of the proposal, faithful to the editor. Useful for archiving or sending to a third party.