How to Send a Client Proposal as a Web Page (Not a PDF)

Most people export a proposal to PDF and attach it to an email, but it is usually better to send a client proposal as a web page. The PDF lands in a downloads folder and is often never opened again. A page opens on a phone the moment it arrives, you can fix a price after sending without a confusing new attachment, and questions come back as comments next to the line that raised them.

I built ShareMyPage, which is what I use for the publishing part below, so that part is my own product.

A page is the better proposal for most small engagements

This is for you if:

• the client will read it on a phone between meetings
• the numbers might still move after you send it
• you want questions on the page, not in a long email thread

The downside: if the client's process needs a signed PDF to file, they'll ask for one anyway. Send the page to win the conversation and the PDF to close the paperwork.

One prompt gets you the whole proposal

Paste this into Claude, ChatGPT, or Gemini. It produces a single self-contained file, which is exactly what you need to publish it as a page:

Create a single self-contained HTML page for a client proposal. Include a cover section, the problem, our approach in three steps, scope and timeline, pricing options, and a sign off call to action. Polished, confident, agency-quality design. Everything inline. Give me the finished page as a downloadable .html file I can save.

You get a cover, the problem, a three-step approach, scope and timeline, pricing options, and a sign-off so the client can say yes where they're reading. Tweak the wording to your engagement and regenerate until it fits.

Publishing it takes three steps

1. Copy the full HTML the AI generated.
2. Open ShareMyPage, create a new page, and paste it in.
3. Set the access, copy the link, and send it to the client.

The page renders in a sandboxed frame and stays editable, so you can revise a price or a section without resending anything. Here is a finished proposal as a page:

Put a password on it

A proposal is not for the whole internet. Set the page to "Anyone with the link + password" and send the password through a separate channel. The client can highlight a line and comment on it without creating an account.

• How to password-protect a shared page
• Keeping client pages inside a workspace

Two real downsides. If the client forwards the link inside their company, the password has to travel with it, which is the point but also friction. And on the free plan the page shows a small ShareMyPage badge, which paid plans remove.

Tell the client when a number changes

Editing in place is the best part of this and also the easiest to misuse. A client who read one price on Monday and sees another on Thursday, with nothing said, will trust the next number less. Change it, then send a one-line note saying what changed.

The short version

• Send a page when the client reads on a phone and the scope is still moving.
• Add a password, and send it separately.
• Send a PDF as well when someone needs to sign or file it.

One tip: send the link with one sentence on what you want them to decide, not a summary of the proposal. The page already does that.

Want to see more of what people share this way? Browse the examples gallery. Sending a proposal soon? Create it as a page on ShareMyPage and share the link.