Email a proposal, quotation or contract and see when it is opened.
By the end the client will have your document in their inbox.
1. Open or create the document — From Documents, open the document you want to send, or create one first.
2. Check the recipient — The client's billing email is used by default. You can send a copy to yourself.
3. Add a short message — A line of context helps: what the document covers and what you need next.
4. Send — The client gets a link to view it online. You can see Opens on the document.
The send button is greyed out — The document needs a client and at least one line item or section before it can be sent.