How Clients Accept or Decline a Proposal in Britixo.

📘 Introduction:

Britixo provides a seamless experience for your clients to accept or decline proposals directly through a secure link. This eliminates back-and-forth and ensures that your team gets immediate feedback on each offer.

👁️ 1. Client Receives the Proposal

When you send a proposal:

• The client receives an email with a unique access link
  
  

• Clicking the link opens the proposal in a web browser, without needing to log in
  
  

📄 2. Proposal View for Clients

Clients can:

• Read the full proposal
  
  

• Download a PDF version
  
  

• View pricing, terms, and notes
  
  

If the proposal is active (not expired), clients will see action buttons at the bottom:

• Accept
  
  

• Decline
  
  

If a digital signature is required:

• The Sign & Accept option will appear instead
  
  

✍️ 3. Accepting a Proposal

To accept the proposal:

• The client clicks Accept or Sign & Accept
  
  

• If signature is required:
  
  

• A signature box appears
  
  

• They can sign using a mouse or touchscreen
  
  

• Click Confirm
  
  

Britixo will:

• Change the status to Accepted
  
  

• Store the digital signature and timestamp
  
  

• Notify staff members (via email or system alert)
  
  

❌ 4. Declining a Proposal

If the client clicks Decline:

• A text box will prompt them to add an optional reason
  
  

• The proposal status will update to Declined
  
  

• The reason (if added) will appear in the activity log
  
  

🔒 5. What the Client Sees After Action

• Once accepted or declined, the action buttons are disabled
  
  

• The client can still view the proposal, but not interact with it
  
  

• The system logs the date and action taken
  
  

✅ Tips:

• Use polite and clear messaging in the proposal email
  
  

• Enable signature for high-value or contractual proposals
  
  

• Always review declined reasons to improve future proposals.