Send a proposal

When your quote is ready, you send it to the client as a proposal — a branded web page they can review and accept. Depending on your company's setup, a quote may need internal approval before it can go out.

In this guide, you'll:

• Submit a quote for review (when it's required)
• Approve a quote
• Send the proposal to your client

1. Send — and the review gate

Select Send (top right of the quote builder). If the quote needs sign-off first — say a pricing guardrail tripped, or your company requires review — BriteBase holds it and shows Review Required instead of sending.

To proceed, select Submit for Review. The quote shows "awaiting review," and an approver is notified.

2. Approve the quote

An approver (an owner, admin, or sales lead) opens the quote and sees the Review Required panel with Approve, Deny, and Add Note:

• Approve clears the gate — the quote reads "Review approved — ready to send."
• Deny returns it with a note for the salesperson to address.

If you have approval rights, you can approve your own quote.

3. Send to the client

Once approved, select Send to Client. BriteBase emails the client a link to their branded proposal and marks the quote Sent. The proposal carries your company's logo and colors — see Set up your company for branding.

Next

Learn what the client sees and how they accept in Your client's proposal experience.