Open the proposal button in your email and sign in. You can also open a proposal from Home or Documents.
Review the proposal
- Check the proposal number, site address, consultant and validity date shown near the top.
- Review the base product and each section’s items, quantities and prices.
- Open an item with a details arrow to see its available description, image or brochure. Close the details panel to return.
- Read Good to know, when included.
- Check Proposal total, the tax wording, any total note and the section breakdown.
Items labelled Not in your total are shown for information and are not added to the proposal total. The proposal shows the choices your consultant prepared. If you want different products, quantities or options, contact your consultant for an updated proposal.
If your consultant included a personal video, its window opens the first time you view the proposal. Choose View your proposal to close it. You can reopen it using the welcome video button near the top; playback may need a tap in your browser.
View or download a PDF
Use View PDF at the top to open the full-screen PDF preview, then Close to return. Use Download PDF to save a copy. On narrow screens these actions appear as icons.
PDF actions appear once the proposal has loaded. If the PDF cannot be prepared, wait a moment and try again.
Accept the proposal
- Check that the proposal is the option you want and is still valid.
- Click Accept proposal.
- Review the product, proposal number and total in the confirmation window.
- Click Accept proposal again to confirm, or Not yet to return without accepting.
- Read the confirmation, then choose View proposal or Back to portal.
Accepting tells your consultant you would like to proceed with the proposal as shown. It does not sign a contract. Your consultant prepares the contract separately; once sent, it can be opened from the portal and signed in Gateway.
The proposal shows its accepted result afterwards. Your consultant can see when a sent proposal is viewed and when it is accepted. An expired proposal cannot be accepted in the portal: contact your consultant for an updated proposal.