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History of sending questionnaires/proposals/contracts to clients

Sometimes, I’ll have a moment where I think, “Did I send them that questionnaire, or did I actually send off that design proposal.” Is there a way to see what we have sent? Or a little note in red that says….questionnaire/proposal/contract sent and a date? Thanks!

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  • Anne Golliher

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    Dec 29, 2025

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    Merged request

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    2 votes

    History of Design Shares with Client

    I would love to know what I said and when I sent Design Shares. Sometimes I wonder…did I sent that? Or did I mention x? Thanks! Anne