All of the proposals you create can be managed from your proposal dashboard.

This will bring up a list of all of your proposals from the past 30 days however you can filter these settings or search for a specific proposals where required.

What Can I Do?

Filter your proposals

Filter or search through specific proposals to bring up exactly what you need.

View your proposal and e-mail status

You can see whether emails have been opened, received or bounced beneath the emails tab. Proposals will either be live, won, lost or in draft.

View proposal details and download PDFs of your documents

You can view key proposal details or download a PDF of specific documents.

Duplicate, delete or edit proposals

Beneath the actions tab, you can edit existing drafts, duplicate proposals or re-send existing proposals to your client.

If your proposal has been accepted and has the won status then you won't be able to make edits to it. To make edits to a won proposal, you'll need to reset it status.

Resetting the status, setting to won/lost and making live.

Every proposal has several options beneath the Outcomes title on your dashboard. Outcomes available to you will vary depending on the status of your proposal.

A) Live proposals

If your proposal is live but the letter of engagement has not yet been signed you can manually set it to won or lost using the thumbs up and down icons.

This is useful in cases where your client can't use digital acceptance.

B) Won proposals

If your letter of engagement has been signed and the proposal has a 'WON' status you can reset the status of that proposal.

Resetting the status will give you the option to make edits to that proposal.

C. Draft proposals

If your proposal is still in draft, you will have the option to make it live and send it to your client once you're ready.

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