Refunds & Notifications ยท Article 6.2
Email: "Proposal from [your name]"
The first email your client receives. Triggered the moment you click `Send` on the proposal wizard; carries the proposal PDF and the 4-digit access code.
Where this fits in the lifecycle
Draft
Only you can see this. Edit anything.
Sent
Email landed in the client's inbox.
Viewed
Client opened the link โ awaiting decision.
Signed
Legally binding. Audit trail captured.
Deposit paid
Money in escrow. You can start work.
In work
Project running. Final invoice ready when you're done.
Paid
Final invoice settled. Just one click left.
Completed
Closed. Archived. You did the thing.
This is the email that opens the relationship. Your client sees who you are, what you're proposing, the headline number, and a Review and sign button leading to the secure Clozo-hosted page protected by the PIN printed inside the same email.
Step by step
Send the proposal.
From the wizard step 5, click
Send. The task is queued immediately.Watch the Timeline.
Within 2-5 seconds you'll see "Sent at HH:MM UTC" appear on the proposal detail page.
Resend if needed.
From Actions โ
Resend, if the client says nothing arrived. The resend invalidates the previous PIN and issues a fresh one to limit the lifetime of any code that may have leaked.
Green toast "Proposal sent". Timeline event with timestamp. The Documents dropdown contains the proposal PDF. Actions menu now shows Resend, Withdraw, Copy public link.
Why this works this way
The proposal email is intentionally minimal โ three short paragraphs, the PIN, the CTA, and your contact details. Long, design-heavy emails get filtered as marketing. By keeping this one transactional in tone, deliverability stays high (90%+ inbox placement on Gmail/Outlook, the two dominant EU consumer mail providers).
The PDF is attached so the client has a durable copy even if the Clozo link ever goes down. Attachment is fetched from R2 as base64-encoded bytes and handed to Resend at send time; this lets us keep the PDF immutable in storage while still delivering the latest version to the client's inbox.
Troubleshooting
Keep reading
Quick Start
Send your first proposal
From an empty `New proposal` form to a green `Sent` badge on your dashboard, in under 10 minutes.
Refunds & Notifications
Email: "Signed โ [proposal title]"
Fires the instant the client signs. Two recipients, two slightly different bodies โ yours has the audit summary, your client's has the deposit invoice and a payment CTA.
Refunds & Notifications
What to do when an email didn't arrive
A diagnostic flowchart for the most common case โ your client (or you) is missing an email Clozo should have sent. Five checks, in order, that resolve 95% of cases.