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# Reviewing in the Portal

The in-portal view is what you'll see after signing in and
clicking a proposal from the **Proposals** menu. The same
information is on the public preview link — but in-portal you
also get the acceptance action at the bottom.

## What the page shows

Scrolling top to bottom, you'll see:

- **Header.** Who the proposal is addressed to (your company),
  the date we sent it, and the code we use to identify it.
- **Scope categories.** Each category is a group of related
  services, with a short description of what it covers. This is
  the "what we'll do" part of the proposal.
- **Line items table.** For each item: description, quantity,
  unit price (before VAT), VAT amount, line total. Items are
  grouped by their billing frequency (one-off, monthly, annual)
  so you can see at a glance what's a one-time charge vs.
  ongoing.
- **Totals.** Subtotal, VAT total, grand total. The grand total
  is what you'll be invoiced for.
- **Bank account details.** Where to send payment once you've
  accepted. See [Payment](../payment) for the full payment flow
  — you don't need to act on this yet.
- **Terms of cooperation.** The contract part: what each side
  commits to, payment schedule, intellectual property,
  cancellation, dispute handling. Read this section in full
  before you accept.
- **Acceptance area.** At the very bottom — the buttons or
  controls that record your acceptance. Covered in
  [Accepting](accepting).

## What "categories" mean

We group line items into categories so the proposal reads more
like a project plan than a shopping list. For example:

- A **Website Build** category might contain line items for
  design, development, and content migration.
- A **Hosting & Maintenance** category might contain hosting,
  monthly maintenance, and backups.

If you'd rather see only the totals, the per-category totals
sit at the foot of each category block.

## Recurring vs. one-off

The line-item table flags recurring items explicitly:

- **One-off** charges appear on your first invoice.
- **Monthly** items start billing once we begin delivering the
  related service (e.g. maintenance starts once the site is
  live, not on the day you sign).
- **Annual** items renew on the anniversary of when they began.
  See [Renewals](../subscriptions-and-billing/renewals) for how
  these work.

The grand total at the bottom of the proposal is **everything
billed for the first month or year**, depending on cycle. It is
**not** what you'll pay forever — most ongoing costs are far
smaller than the up-front total.

## Sharing the proposal internally

If you need a colleague's sign-off before accepting, you have
two options:

- **Send them the public link + code** from the proposal email
  — they don't need a portal account to read it.
- **Add them to your company on the portal** — ask us to create
  an account for them under your company. They'll be able to
  see the proposal too.

## Who can accept

Only a user with the **Admin** role on your company can click
the accept button. Manager and Financial Specialist roles can
read the proposal but not sign. If you log in and don't see the
accept button, you'll need either to ask us to upgrade your
role, or to ask the company's portal Admin to do the click.