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Once your proposal is ready, you share it with your client via a unique link. The client gets a professional, interactive page — not a static PDF — where they can review, respond, sign, and communicate.

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How to share

  1. Click Share in the editor toolbar.
  2. Optionally enter the client’s email to send a notification. You can add multiple emails.
  3. Optionally sign the proposal yourself before sharing (provider signature).
  4. Click Share. Quikly generates a unique link and copies it to your clipboard.
  5. Send the link via email, Slack, WhatsApp, or any channel you prefer.
You don’t have to use Quikly’s email notification. The link works on its own — send it however you normally communicate with your client.
CapabilityShared linkStatic PDF
Interactive proposal pageYesNo
Client can accept, reject, or request changesYesNo
Built-in chat between you and the clientYesNo
Electronic signature with audit trailYesNo
Quimy AI assistant for the clientYesNo
Alignment questionsYesNo
Dual view (summary + full document)YesNo
Analytics (views, time spent)YesNo
Always shows the latest versionYesNo
Works offlineNoYes
You can still export to PDF from the editor for archival or offline use, but the shared link is the recommended way to deliver proposals.

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What your client sees

When the client opens the link, they land on a professional proposal page with your branding. No Quikly account is required to view the proposal. What the client can do:
  1. View the full proposal — scope, pricing, timeline, delivery conditions, risks, and governance.
  2. Switch between summary and full view — a condensed overview or the complete document.
  3. Accept the proposal — with electronic signature (drawn or typed), explicit consent checkbox, and optional notes.
  4. Request changes — submit revision requests with specific notes about what needs to change.
  5. Reject the proposal — with an explanation.
  6. Chat with you — send messages and file attachments directly on the proposal page.
  7. Ask Quimy for help — the AI assistant can explain sections, clarify terms, or summarize the proposal in plain language.
  8. Answer alignment questions — if you’ve generated post-proposal alignment questions, the client can respond directly.
  9. View the timeline — see project phases, milestones, and estimated delivery dates.
  10. See the audit trail — after signing, the page shows the signature image, signer name, timestamp, IP address, and document hash.
To respond (accept, request changes, or reject), the client needs to log in with email or Google. This ensures a verifiable identity for the audit trail. Viewing the proposal is always open.

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Why keep communication in Quikly

When you negotiate via email or chat apps, context gets scattered across threads, channels, and inboxes. Quikly’s built-in chat and response system keeps everything in one place:
  • Context stays with the proposal — every message, revision request, and response is attached to the specific proposal version. No “which email was that in?” moments.
  • Formal record — acceptance, rejection, and revision requests are timestamped and logged with the client’s identity. This is stronger than an email reply saying “looks good.”
  • Single source of truth — both you and the client see the same proposal, the same conversation history, and the same status. No version confusion.

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Quimy for clients

Your client can interact with Quimy on the shared proposal page. Quimy acts as a neutral assistant — it explains what sections mean, defines technical terms, and summarizes the proposal in plain language. Quimy does not negotiate on your behalf or share information that isn’t in the proposal. It helps the client understand what they’re signing. Share links expire 90 days after creation. You can generate a new link at any time from the proposal’s post-share view. The previous link stops working once a new one is generated or when you manually revoke access.