Proposal Status

The proposal status is great for keeping track of the status of your proposals and whether or not your client has accepted them.

Where Can I View My Proposal Status?

You can see the status of any proposal on your dashboard beneath the status tab.

They can be in draft, live, won or lost.

Draft

If your proposal is in draft it means you haven't sent it to the client yet.

Live

If your proposal is live it means it has been sent but not signed.

Won

If the proposal status is won it means this proposal has been approved or the letter of engagement has been signed your client.

Lost

Proposals will appear as lost if you have manually set them as lost. This option is available beneath the outcomes tab for live proposals.

You could use this when you know your client has not accepted the engagement, or the proposal has ran past its internal validity date.

What Next?

There are plenty of other ways you can manage your proposals from this dashboard.

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