Accept button missing? Your proposal is still a Draft

You open your proposal as your client would, and the Accept This Proposal button isn’t there. In almost every case the reason is simple: the proposal is still in Draft. Your client can only accept, reject or ask questions once the proposal has been sent.

Why the Preview shows the button but your client doesn’t

When you click Preview Proposal inside Nusii, you always see the Accept This Proposal button, so you can check how the page looks. It doesn’t do anything there.

The page your client opens is different. While the proposal is a Draft, that page has no Accept This Proposal button and no Reject Proposal or Request More Information options. You’ll see the same thing when you use Preview as Client from the Other Actions menu.

Fix 1: Send the proposal through Nusii

The easiest fix is to send the proposal with Nusii. Click Send Proposal, add your recipients and send it. Nusii moves the proposal to Pending straight away, and your client sees the Accept This Proposal button when they open it.

Sending through Nusii also tracks when your client opens the email and views the proposal. See How to send a proposal.

If you prefer to copy the proposal link into your own email, you need to let Nusii know the proposal is out.

  1. Open the proposal’s Proposal Overview.
  2. Next to State: Draft, click (Manually change state).
  3. In the Change proposal state pop-up, choose Sent and Pending.
  4. Click Change state.

Manually change state next to State: Draft in the Proposal Overview

The Change proposal state pop-up with Sent and Pending chosen

Your client now sees the Accept This Proposal button, and Nusii tracks their views and lets you know about them.

Changing the state to Sent and Pending doesn’t send or resend anything. It only tells Nusii the proposal is with your client.

Still no button?

If the proposal isn’t a Draft and the button still isn’t there, check these:

  • The recipient can’t sign. When you send to several people, only the recipients you ticked as Eligible to sign see the button on their own link. See How to get a proposal signed with multiple signatures.
  • The proposal is archived. Archived proposals can’t be accepted. Unarchive it from the Other Actions menu in the Proposal Overview.
  • The proposal has expired. Your client sees a “This proposal has expired” message instead. Change or remove the date as described in Setting an Expiry Date.
  • The proposal was rejected. Rejected proposals can’t be accepted either. If your client changed their mind, set the state back to Sent and Pending with (Manually change state).
  • It’s already accepted. The button then reads Accepted. To make changes, see Editing an Accepted Proposal.

If you have any questions, just ping us below. We’ll be happy to help!