Make the draft readable first
A proposal should feel skimmable before it feels comprehensive. Confirm the title, pricing language, and smart fields read naturally so the recipient does not need to translate your draft in their head.
Send with context, not just an attachment
When you send the proposal, add a short note about what the document covers and what you want the recipient to do next. That small amount of framing usually improves response time more than adding more detail to the contract itself.
Check the post-send path
After sending, verify that the share link opens correctly, the recipient details are correct, and any follow-up reminder timing still makes sense for this deal.
Take action
Open the relevant setting or workflow next
The article covers the why and the sequence. Use the link below to jump into the part of the product that matches this workflow.
Open Contracts