Troubleshooting: your client can't open the proposal

The most common situations, and what to do.

They don't get the code

Ask them to check their spam or junk folder: some company filters hold back automatic emails. They can also click "Resend code" after a few seconds.

They see "Access not found."

The address they enter isn't one of the proposal's recipients. It's often another address, an alias or a typo. Check the email in the access list, or add the right address as a recipient.

The code is rejected

The code is only valid for 10 minutes, and only the latest code works. They just need to click "Change email address" and request a new code.

They forwarded the link to a colleague

The link alone doesn't give access: an authorized address is also needed. Add the colleague as a recipient so they can get their own code.

They need to sign in again

After signing in, access lasts 48 hours in the same browser. After that, or on another device, they simply request a new code.

They see "This offer is no longer available."

The proposal was deleted. An archived proposal, on the other hand, stays available.

They don't see a change

Ask them to reload the page. Also check that the document is linked to the right quote, or that the service is ticked in the proposal.