Send Client Proposals That Expire After Viewing

Proposal links should not stay open forever.
Use expiry and open limits to protect pricing and strategy content.

Why Attachments Fail

• Unlimited forwarding
• No practical expiry
• No visibility on opens
• Hard to revoke after send

Proposal Security Setup

1. Upload final proposal PDF.
2. Set expiry (for example, 3-7 days).
3. Set open limit (for example, 2-5 opens).
4. Set download policy (usually OFF for pricing docs).
5. Enable watermark for sensitive bids.
6. Share link with clear instructions.

Suggested Presets

• First proposal: 3 days, 3 opens, download OFF
• Negotiation round: 7 days, 8 opens, download OFF
• Signed scope recap: 14 days, 20 opens, download ON

Follow-Up Playbook

• No opens after 48 hours: resend with short CTA
• Many opens from unknown context: tighten limits
• Deal delayed: extend expiry and log changes
• Proposal updated: replace file under same link if supported

Important Limit

Access controls reduce casual leakage but cannot fully stop screenshots or external captures.

Final Takeaway

For client proposals, use expiring links by default.
You keep negotiation speed while controlling document exposure.