A walkthrough of how a Cortox proposal moves from draft to sent, viewed, accepted or rejected, and revised — with e-signature-style acceptance and no separate e-signature tool.
September 12, 2026 · The Cortox Team
A Cortox proposal isn't a static PDF you email and then lose track of — it's a record that moves through a defined lifecycle, and every step is visible to you without asking the customer for an update.
You build a proposal from your product catalog (or type line items manually), either by hand in the proposal editor or by asking the AI assistant to draft one for a specific customer. Once it looks right, sending it moves the proposal into the Sent state and generates a unique link the customer opens — no account or login required on their side.
The moment the customer opens that link, the proposal flips to Viewed and you can see exactly when. There's no guessing whether an email got read — Cortox tracks the first view, and every view after it, automatically.
From the same link, the customer can accept the proposal (an e-signature-style acceptance — no separate e-signature product involved), reject it, or request a revision with a note explaining what needs to change. Accepting moves the proposal to Approved; rejecting moves it to Rejected, both timestamped.
A revision request doesn't dead-end the proposal — it comes back to you with the customer's note attached, so you can adjust pricing or scope and resend without starting over or losing the conversation history.
Most small businesses either use a generic e-signature tool disconnected from their CRM, or just email a PDF and rely on a follow-up call to find out what happened. Cortox keeps the whole cycle — draft, send, view, accept/reject/revise — in one record tied to the customer, so the proposal's status is always something you can check, not something you have to ask about.