Why can't my client approve proposals within Client Portal?

When your clients can't approve proposals in the Client Portal, double-check the following settings.

Skip to:

Verify Client Permissions

Verify Public Visibility


Verify Client Permissions

  1. Head to Projects > Client Portal and find the target client
  2. Click the gear under Settings—this is the individual settings menu for each client you invite to the project
  3. Toggle on the Approval permissions for the ability to approve by item, entire proposal, or both


Verify Public Visibility

  1. Head to Projects > Proposals or Projects > Invoices page and find your document
  2. Find the Visible column—a red X means that your client will not be able to view the document
  3. To enable public visibility, click on the pencil icon to the right to edit the document
  4. Check the box marked Publicly Visible at the top right of the page; the changes will take effect immediately (saving the document is not required)