The New Proposal Editor is generally available in the US and Canada. Customers in other markets (including Australia, New Zealand, United Kingdom and South Africa) are welcome to join our public beta program by logging in as an administrator and opting in via Settings → Proposal Settings → Proposal Editor Experience. Note our New Proposal Editor doesn’t currently support Xero Practice Manager but we’re improving functionality all the time.
This tab allows you to send the proposal to your client directly from the editor.
You should have full confidence in how your proposal looks like as you would have reviewed the Terms and Presentation tab which displays a live preview of what your proposal looks like visually from your client's perspective.
Please ensure that you review the contact on the proposal before you press Send!
If you need to make a change to the contact, jump into the General tab.
After you send the proposal, you will be greeted with a confirmation message.
Once you press Close and view Client Summary, you will be directed to the newly created and sent proposal in the client that you have chosen.
Here, you'll be able to see the audit trail of when the proposal was sent. Note that the proposal is now in an Awaiting Acceptance status as it has been sent.
If you need to change any details on the proposal, you can press the Revoke & Edit button in the top right hand corner which will revoke the proposal (so your client's can't see it anymore) and it will put the proposal back in a Draft status for editing.
Sending the proposal from the client summary tab
If you are in the Client Summary tab, you can click on a draft proposal → Review and send to bring you immediately to Step 7 where you can review the proposal again and send it off to your client.
Here's a quick 1 minute video showing you exactly how this works: