Video Tutorial - How to Send Proposals to Clients Effectively and Track Their Responses?

Created by Emily A, Modified on Mon, 1 Dec, 2025 at 11:30 AM by Emily A

This tutorial video provides a complete walkthrough on how to send client proposals quickly and professionally using IntoAEC.You’ll learn how to select a finalised proposal and send it directly to your client.

The video shows how to enable viewing and approval options for a seamless client experience.

You’ll also see how proposal status is tracked in real time as clients open, view, or respond.

This helps you stay informed and follow up at the right moment.

With IntoAEC, sending proposals becomes fast, organised, and fully trackable.


Watch the tutorial video:
https://www.youtube.com/watch?v=oqeAvsMuPEY&list=PLYQ1Jyga_l8-i9M_xwOQUrG_DNGnYBU5R&index=10

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