How to send a client an HTML proposal as a link (from Claude or ChatGPT)

Claude and ChatGPT now write a proposal as one web page: the scope, a price table, a timeline, and the next step. That page is an .html file, and a file is the wrong thing to send a client. Publish it once and send the link instead. This page covers the proposal stage, before the contract and the invoice: a signed contract and a bill come from your e-signature and invoicing tools, not from this page.

• The client opens it in one tap, on a phone between meetings or on a laptop, with no download and no account.
• You fix a line after the call and the same link shows the new version.
• Procurement still gets a PDF: the browser's Save as PDF prints the page cleanly when the AI added a print stylesheet.

Why a link beats an HTML or PDF attachment

An .html file opens however the client's mail or chat app decides. Some show the code, some download it, and some open a blank page when the file's script can't run there. Sending an HTML file by email covers Gmail and Outlook, and why an HTML file shows code or a blank page covers the rest. Google Drive gives the client the file, not the page: sharing an HTML file on Google Drive explains why.

Already sent the file, and the client can't open it? They can open it in Convika's HTML viewer, on a phone or a computer. Their browser reads the file, and it never reaches Convika's servers.

A PDF opens everywhere, but it freezes the proposal. Each change is a new file, and the client may read last week's version. A PDF also tells you nothing after you send it.

A link avoids all three problems. It opens as the page, it always shows the current version, and a host that counts visits shows you whether anyone opened it. How to tell if a client opened your proposal explains what that count can and can't tell you.

Ask your AI for a proposal page that publishes well

Paste this into Claude or ChatGPT with your notes. It asks for one file that works on any host, reads on a phone, and prints to PDF.

Write my proposal as one self-contained HTML file that I will publish as a web page.

- Everything in one file: the CSS inside a <style> tag. No JavaScript, no external fonts or scripts, and no images that need a link or a key.
- Add <meta name="viewport" content="width=device-width, initial-scale=1"> and a <title> with my business name and the project name.
- One heading for each part: the client's goal, the scope, what is not included, the timeline, the price, and the next step.
- Put the prices in a table that reads on a phone: below 600px wide, show each row as a stacked card, with no sideways scrolling.
- Add a print stylesheet (@media print) so the browser's Save as PDF gives clean pages: white background, black text, no table row split across two pages, and each link's address printed after it.
- Use only the details I give you below. Where something is missing, write [TO FILL] instead of inventing it. Do not invent client names, numbers, or testimonials.

My details:
[paste your notes, the client's brief, and your prices]

Read the whole page before you publish it. Check every price and date against your notes, and replace every [TO FILL]. If you want the client to accept the proposal on the page, add the form from how to add an Accept button to your HTML proposal before you publish.

Publish the proposal and get its link in 5 steps

Save the AI's page as an HTML file

In Claude, ask for "the whole page as one HTML file" and download it, or copy the code. In ChatGPT, copy the code block or download the file it offers. You need the complete page, from <!doctype html> to </html>.

Create a free Convika account

Sign up at app.convika.com. The Free plan needs no credit card.

The upload box at the top of this page works without an account, and it's for checking: it gives you a short-lived link to see the proposal on your phone before you sign up. A link the client opens days later needs the free account and a publish.

Upload the file

On the dashboard, select Upload an HTML file. Choose Upload a file and pick the .html file (up to 2 MB), or choose Paste code and paste the AI's code. Click Create my preview. Uploading uses no AI credits.

Check the private preview

Click Open preview. The preview link is private and works for 3 minutes. Open it on your phone too: the price table should stack, and nothing should scroll sideways.

Publish and copy the link

Click Publish page. Under Who can open this page?, choose Public and click Next. The first time you publish, Convika shows Publish free, and under it Publish without the Convika bar, which opens an order for Pro monthly ($12 a month). To publish on Free, click Publish free. Your proposal is live at an address like yourpage.convika.page, and you paste that link into your email or chat. To publish it as a Private link or with a password instead, pick that under Who can open this page?: after Next, Convika opens the Pro order, with Make it public and publish free under it.

Or publish it without leaving the chat

If Claude or ChatGPT wrote the proposal, that same chat can publish it. Connect Convika once, and each step after that is one message.

Connect once:

• Claude, on the web or the desktop app: go to Customize → Connectors, click + Add, and choose Add custom connector. Enter https://mcp.convika.com, then sign in to Convika when asked. Anthropic's connector guide says every plan can add custom connectors, and Claude Free allows 1. On Team and Enterprise, an Owner adds it under Organization settings → Connectors.
• ChatGPT: Convika isn't in ChatGPT's plugin directory yet, so it takes Developer mode, which isn't on every account or workspace. Convika's docs have the steps.

Then ask, in the chat with your proposal:

Save this proposal to Convika and show me the preview. If it looks right, publish it.

On the proposal I published, change the deposit to 30% and publish it at the same link.

How many people opened my proposal page this week, and where did they come from?

The AI shows you a private preview first and publishes only when you say so. Each change becomes a new version at the same link, so the client's link keeps working. Saving and publishing through the connector uses no Convika AI credits. A page the AI publishes is Public. For a Private link or a password (Pro), ask the AI for the preview only, then click Publish page on the page's screen in the dashboard and choose under Who can open this page?.

Keep the proposal from strangers

A proposal carries your prices and the client's plans, so decide who can open it before you send it.

A proposal with prices on a Free page is a public page. Its address is hard to guess, but search engines may list it, and anyone the client forwards it to can open it. On Free, open the page's settings and check Don't show this page in the gallery under Who can open this page. The settings say it plainly: "It may still show up in search results." You can also ask the AI to put <meta name="robots" content="noindex"> in the page's <head>, which asks search engines to leave the page out of their results; anyone with the link still opens it. For a proposal you would not post publicly, use a Private link or a password on Pro ($12 a month). How to password protect an HTML page shows what the client sees.

Free also keeps 1 published page at a time. A second proposal for another client then offers Swap it in for the live page (free), which takes the first proposal offline and stops its link. Pro keeps up to 100 pages live at once, so each client keeps a working link.

Change it after the call, at the same link

Clients ask for changes: a smaller first phase, another date, one more line item. Ask the AI for the whole corrected page, not a fragment. Then open the proposal's page on the dashboard, click Upload a new version under Update from an HTML file, and upload the file. Convika makes a private preview. Click Publish v2 at the same link (with your version number), and the link you sent shows the new version. Updating an AI-made page at the same URL covers each step and how to roll back.

If the page has a form that you connected to Convika, start the AI from the page's current HTML: click Copy HTML or Download HTML on the page's screen, give it to the AI with your changes, and tell it to leave the form exactly as it is. Then the form stays connected. A new file without that form gets Convika's form put back near the end of the page.

Give procurement a PDF too

Some clients need a file for their records or their purchasing team. Open the published page in Chrome, Edge, or Safari, choose Print, and pick Save as PDF as the printer. The print stylesheet from the prompt above removes colored backgrounds and keeps table rows whole. Send the PDF alongside the link, and say the link always shows the current version.

Ways to send an HTML proposal, compared

We read each host's own pages on November 13, 2026.

Stacktree names each reader, and Tiiny Host counts visits per tracked link. Convika counts visitors to the page without naming them, and it keeps the client's answer from a form you add, with each entry emailed to you. Pick by the part you need most: a name on each open, or a page and a form at the lowest price.

Stacktree's Free puts a passcode on a page, but its pages last 7 days (or up to 90 while the client keeps opening them), and you get 3 in total. A Convika Free page has no end date and takes the client's answer through a form, with an email for each entry; a password on Convika is Pro.

Frequently asked questions

How do I share an HTML proposal with a client?

Publish the HTML file on a host and send the client the link. An attachment opens as code or a download in many apps, while a link opens as the page on any device. On Convika, upload the file under Upload an HTML file, check the preview, click Publish page, choose who can open it, and copy the address.

Should I send a proposal as a link or a PDF?

Send the link, and add a PDF when the client asks for a file. The link opens on any phone, always shows the current version, and lets you see visits. A PDF suits a purchasing team's records. Print the published page with the browser's Save as PDF to make one.

Can Claude or ChatGPT publish the proposal for me?

Yes, once you connect Convika to it. In Claude, add https://mcp.convika.com as a custom connector under Customize → Connectors. In ChatGPT, it takes Developer mode, which isn't on every account. Then ask in the same chat: "Save this proposal to Convika and publish it." The AI shows a private preview first, and later it can change a line at the same link or tell you how many people opened the page. A page it publishes is Public; a Private link or a password is set on the dashboard, on Pro.

Can a client open the link without an account?

Yes. A published Convika page opens like any website, with no account and nothing to install. A page with a password asks for the password first and nothing else.

Is a proposal on a free page private?

No. A Free page is Public: anyone with the address can open it, and search results may list it. Don't show this page in the gallery keeps it out of Convika's gallery on any plan. A Private link keeps it out of search results, and a password keeps out everyone without it. Both are Pro ($12 a month).

Can I change the proposal after I send the link?

Yes. Upload the corrected file under Update from an HTML file on the page's screen, check the preview, and click Publish v2 at the same link. The link stays the same, and the client sees the new version the next time they open it. Earlier versions stay in the page's history, so you can go back.

Will I know when the client opens it?

You see the visit, not the person. Convika shows the page's visitors by day and where they came from. It doesn't name the visitor and sends no email when someone opens the page. One page per client makes a visit most likely theirs. How to tell if a client opened your proposal explains the method.

Can the client accept the proposal on the page?

Yes, with a form. Ask the AI to add a short form with the package choice, the client's name and email, and an Accept button, then connect it on Convika's dashboard. Each answer arrives by email and stays in a list. It records a yes, not a signature. Add an Accept button to your HTML proposal has the prompt and the steps.

Does Convika send invoices or contracts?

No. Convika hosts the proposal page and keeps the answers to its form. It doesn't create contracts, collect signatures, or send invoices. Use an e-signature tool for a signed contract and an invoicing tool for the bill.

Sources

• Pricing plans (Tiiny Host help), read on November 13, 2026
• Are my links publicly accessible? (Tiiny Host help), read on November 13, 2026
• Tiiny Host for sales teams, read on November 13, 2026
• How to share an HTML proposal with a client (Stacktree), read on November 13, 2026
• Stacktree pricing, read on November 13, 2026