The proposal status helps you track whether your proposal has just been created, if it has been sent to a potential customer or if the potential customer has accepted or rejected it.
Status |
Meaning |
Draft |
You added a new proposal |
Sent |
Your newly added proposal was sent to a customer |
Accepted |
A customer accepted your proposal |
Rejected |
A customer rejected your proposal |
Note: When a customer accepts a proposal, the proposal is automatically converted into a contract with the same details and associated products.
See also Adding and sending a new proposal to learn how to:-
add a new proposal
-
add more contracts to a proposal
-
attach a product to a proposal
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