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Send and share a proposal

Send a proposal from Content view, share an acceptance link, and keep accepted proposals protected from further edits.

Written by Ellen Kajca

Use the proposal Content view to send a shareable proposal link and track the response without copying content into a separate email.

Send a proposal

  1. Open the proposal in Hive CRM.

  2. Select Content.

  3. Select Send proposal.

  4. Send the generated link to your recipient, or copy it for another message.

Hive creates an acceptance link only after the send action succeeds. If the link cannot be created, Hive shows an error and no shareable link is available.

Manage the acceptance link

  • Use Copy to reuse the current acceptance link.

  • Use Revoke when the recipient should no longer have access.

  • Review the proposal status after the recipient responds.

People need access to the proposal in Hive to manage its content and sharing controls. After a proposal is accepted, its content is read-only so the agreed version stays intact. Create a new proposal when you need to make a later change.

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