Public Proposal and Acceptance
Guides for the customer proposal view, inclusions, documents, acceptance, decline and deposit options.
Open a public proposal with the public ID link
Learn how to open a Fencify public proposal using its public ID link and confirm the proposal details shown to your client.
Check proposal inclusions, exclusions, documents and totals
Use the public proposal page to confirm quote scope, supporting proposal documents, payment stages and total estimate before sending the link to a client.
Confirm public proposal branding matches your account settings
Review public proposal branding in Fencify and confirm logo, header colours and accent colours match your saved account portal settings.
Track public proposal viewed status
Use Fencify proposal activity status to confirm when a customer has opened the public proposal and to guide your next follow-up step.
Accept a public proposal
Use the public proposal acceptance flow to capture the client signature, process deposit selection when applicable, and trigger project conversion.
Select bank transfer for a proposal deposit
Use the proposal acceptance modal to confirm bank transfer details, capture the client signature, and record a pending deposit against the accepted proposal.
Confirm accepted proposals convert into projects
Use this guide to confirm an accepted public proposal has created a project record and to complete the key follow-up checks in your operations workflow.