> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/proposals/faqs/sending-and-acceptance.md).
# Sending and acceptance
## How do I see what the client will see?
Open the **Preview** tab on the proposal. It shows the proposal exactly as the client will see it, with signing switched off. You can also **Download PDF** from here.
{% hint style="info" %}
Use **Preview** rather than opening the client's link yourself. Opening the client's link counts as the client viewing the proposal, which makes the "last viewed" activity misleading.
{% endhint %}
## How do I send the proposal?
Open the **Email** tab and click **Send Proposal Email**. Each recipient gets their own access link. See [Previewing & Sending Proposals](/proposals/previewing-and-sending-proposals.md).
The proposal must be at **Awaiting Acceptance** for the client to see all of it.
## Will the client be reminded if they don't accept?
Yes, if reminders are switched on for your firm. **Automated follow-up reminders** are sent until the proposal is accepted. The proposal uses your firm's default schedule, and you can choose **Override for this proposal** to change it for one client.
If the panel says reminders are switched off at the site level, nothing will send until an admin switches them on.
## Where do I find the proposal link?
On the **Status** tab. Click the copy button next to **Proposal URL**. The tab also shows the proposal's current stage.
## The client agreed by phone or in a meeting. Can I accept it for them?
Yes. Use the **Accept Internally** tab and click **Accept Proposal Internally**. You'll be asked for a reason, which is logged against the proposal. Billing and jobs then start exactly as if the client had accepted it online. See [Accepting Internally](/proposals/accepting-internally.md).
## Can we collect card or bank details on acceptance?
Yes. On the **Details** tab, tick **Require payment method on acceptance**, and the client is asked for a card or bank account before they can sign. You can also add one yourself from the **Payment Method** tab. See [Payment Methods](/proposals/payment-methods.md).
## Where can I see everything that has happened on a proposal?
The **Logs** tab is the proposal's history: when it was sent and to whom, when the client viewed it, entered payment details and accepted, and the jobs created as a result. Each entry shows who did it and when. Routine background updates are hidden; click **Show minor events** to include them.
