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Changing a Proposal's Status

How to Change the Status of a Proposal

  1. Go to "Proposals" list

  2. Locate the proposal you want to edit

  3. Click the 3 dots icon to the left of the proposal title

4. Select the desired status from the list. Only "Sent" proposals will show the options to Accept or Decline

Only Manger and Owner access roles can change a proposal to Accepted or Declined.

If you manually change a proposal's status to Accepted, you will be asked to confirm this change, and a noticed will be placed on the proposal stating that this proposal was accepted by your company.

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