How to preview and share a proposal
Last updated: August 7, 2026
Review and send a finished proposal: add notes, click Preview to see the student's view, then Send. The Preview button now opens the redesigned proposal experience by default, with the previous version available from the dropdown during rollout. After sending, the status changes Draft → Issued and students can view, accept an option, or pay a deposit.
Review and send a finished proposal to a student.
Notes section
Before sharing, add notes for the student:
- Exchange rate clarifications.
- Promotion explanations.
- Custom messages.
Notes display below the proposal options.
Preview the proposal
Click Preview at the top to see exactly what the student will see. Use this to check formatting, branding, and accuracy before sending.
Share with the student
Click the Send button at the top. The student receives:
- An email notification with a link to the proposal.
- Access through the Student Portal.
After sending
The proposal status changes from Draft to Issued. Students can view the proposal, accept an option, or pay the deposit if one is included.