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Pasha Stegall
N
Nica Elle
J
Joe A
V
Vinny DePonto
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Ability to send Proposals w/o adding Client
V
Vinny DePonto
February 28, 2022
N
Nica Elle
ability to send proposal without the client needing to sign up for an weareindy account. i know there's an option to share a proposal via link but when the default send option is used, it automatically create a button that leads to a proposal that requires the reader to signup. can cause confusion to clients.
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January 26, 2023
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R
Rebecca Pringles
Hi Nica Elle, thanks for reaching out. It's not required for your clients to create an account to accept a proposal. When you send a proposal to your client using Indy's send service, they receive that proposal in an email to view and can accept, decline, or leave comments on that proposals without an account.
If your client has experienced a modal to register when getting a proposal, please reach out to our support team so we can look into this further.
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January 30, 2023
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N
Nica Elle
Rebecca Pringles: this happened to me when i tested a proposal on another email of mine. Ill let you know, if I experience this again
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January 31, 2023
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