How Can a Client Accept a Proposal?

Overview

Once a proposal has been submitted through X-DOC, the client receives a link to review the document online. From there, they can view the details, add comments if needed, and formally Accept or Decline the proposal.

After the sender submits the document via Review & Submit, the client receives an email notification containing a link to the proposal.

The client clicks the link in the email, which opens the X-DOC proposal. The client can scroll through the proposal to review all included details — project scope, Bill of Materials (BOM), pricing, and any attached documents or drawings.

Once the client is satisfied with the proposal, they need to click the Accept button located in the top right menu of the proposal page.

Once the client accepts the proposal, its status will be updated to Accepted on the right side of the screen. Both the client and the sender will receive a confirmation notification. The accepted status will also be reflected on the X-DOC Dashboard, and any comments exchanged during the review will be available in the document’s Activity Log.

Updated on: 09/10/2026

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