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How to check the email status of a proposal

Understand how to confirm if a someone has sent a proposal and whether they've opened the email in GoProposal.

Written by Russell Henderson

After sending a proposal, you can track its status from the dashboard. This helps you monitor client engagement and follow up when necessary.

Check the email status of a proposal

  1. Go to the Proposals and Engagement Letters tab of the dashboard.

  2. The dashboard displays the email status for each proposal:

    • Not Sent - A user has created a draft but not sent the email

    • Sent – A user has delivered the proposal email

    • Received - The client has received the email but not opened it

    • Opened – The client has opened the email

    • Bounced – The system couldn't deliver the email

Manage proposals

From the dashboard, you can also:

  • View proposal details

  • Resend proposals if needed

  • Track other key information such as proposal type and value

You can confirm whether your client has received and opened the proposal email, helping you plan timely follow-ups.

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