# Sending a proposal

> Send a photography proposal by email or share its link from CoreHue, fix anything blocking the send, and know exactly what your client receives.

Source: https://help.corehue.co/docs/proposals/sending-a-proposal/

Once your proposal reads well, send it by email from CoreHue or share the link wherever your client actually replies to you. Either way, they open it on a page with nothing to sign in to.

> **Available on Plus and Pro**
Sending and sharing proposals is included on Plus and Pro. On Free you can build and save drafts. See [CoreHue plans](/docs/plans-and-billing/corehue-plans).

## Before it can go

**Send proposal** stays greyed out until the proposal is complete, and a **Not ready to send** banner lists what's missing. The usual ones:

- No included item or client choice yet.
- A client choice with fewer than two options, or two choices with the same name.
- **Create a booking** is on but there's no service date.
- **Payment** is on but nothing is priced, or the schedule doesn't say when the balance is due.
- The attached contract is empty, or uses a detail CoreHue can't fill in.
- The contract is set to use your saved signature and you haven't saved one.
- The expiry date is already in the past.

Fix those in the editor and the button comes alive.

## Sending by email

1. On the proposal, choose **Send proposal**.
2. Check the recipient. Your client is filled in from the contact or inquiry.
3. Edit the **Subject** and **Message**, or choose **Use template** to drop in an [email template](/docs/templates/email-templates). **Variables** in the toolbar adds your client's first name for you.
4. Set or change the **Expiry date** if you need to.
5. Tick **Send a copy to me** if you want one in your inbox, then send.

The preview on the right shows exactly what your client will receive. On a narrow screen, switch between **Editor** and **Preview**. Sending moves the proposal from **Draft** to **Sent**.

## Sharing the link instead

Choose **Share with link** in the composer, or **Copy link** on a sent proposal, and send it however you like: WhatsApp, Instagram DMs, a text. Sharing a draft's link marks it as sent, and CoreHue asks you to confirm first.

## What your client gets

An email with your message and a button to open the proposal. The proposal opens on your branded client page, with no sign-in and nothing to install. See [What your client sees in a proposal](/docs/proposals/what-clients-see).

## Writing the covering note

Keep it short and point at the thing:

> Hi Kate, here's everything we talked about, with the two coverage options. You can accept, sign and pay the retainer right from the page. Any questions, just reply to this email.

Two things are worth saying every time: that they can do it all from the page, and that they can reply to you. The first stops them waiting for a separate contract. The second stops the silence.

## Resending

If your client lost the email, choose **Resend proposal** on the proposal. Check **Email history** in the ⋯ menu first. If the last email bounced, sending to the same address will fail again. See [My client didn't get my email](/docs/messages/when-an-email-doesnt-arrive).

Proposals you sent while on a paid plan can still be resent or shared on Free.

## Following up

Proposals often go quiet because they've been forgotten, not because they've been turned down. On Plus and Pro, CoreHue can remind your client about an unanswered proposal for you. See [Reminding clients about unanswered documents](/docs/questionnaires/document-reminders).

## Frequently asked questions

### Why is the Send proposal button greyed out?

**Send proposal** is greyed out when something required is missing from the proposal. The **Not ready to send** banner at the top of the proposal lists exactly what, like a missing service date or a choice group with only one option.

### Can I send a proposal on the Free plan?

No. On the Free plan you can create and save proposal drafts, and choosing **Send proposal** opens an upgrade prompt. Sending and sharing need Plus or Pro.

### Can I send a proposal by WhatsApp or text?

Yes. Use **Share with link** in the composer or **Copy link** on a sent proposal, and paste the proposal link wherever you talk to your client. Sending and sharing need Plus or Pro.

### Does the expiry date start counting when I send?

No. A proposal's expiry is a fixed date, not a countdown from sending. It runs to the end of that day in your business time zone.