Redesigned Proposal Summary Email Flow

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We’ve improved the Proposal Summary Email flow to make it cleaner and more user-friendly:

  • New default experience:

    When clicking into the proposal summary email, you’ll now see a preview by default — giving you a clear sense of what will be sent.

  • Edit and Send controls:

    • Send button submits the email as-is.
    • Edit button takes you directly to the editor with the content field already expanded and ready for changes.

  • Preview + Edit (Invoice-style layout)

    The new layout mirrors the invoice setup, showing both preview and content editor side by side for a better editing experience.