Articles on: Sprwt Supprt
Why can't my customer see the proposal I created?
Check these in order:
- Status – proposals in New or Archived are hidden from customers; you must Send Proposal (which sets it to Sent) or set the status manually.
- Attached customer – the customer must be listed under Select Users and log in with that exact account (/proposals only lists proposals attached to the logged-in user).
- Kitchen location – the proposal belongs to the kitchen location it was created in; the customer must be on that location's site.
- Login required – the proposal link requires the customer to be logged in; new customers created from the proposal receive their password by email.
Where to find it:
/proposals/{id}