Changing proposal status
You may come across a time when sending a proposal email to a client just isn't an option for your client. Maybe they prefer a PDF file, or have very specific submission guidelines. In these cases, you may need to take an alternative approach to delivering your proposal to your client, which means your proposal will remain in Draft status.
The good news is that we make it very easy for you to change the status of your proposal with a couple of clicks. Simply click into the snapshot page of the proposal and change the status of your proposal from the dropdown menu at the top of the page:
This allows you to set the status of the proposal manually in events where automation doesn't suit your client.
QUICK WARNING: If you change the status of your proposal to Won or Lost, you will lock down your proposal and will be unable to make changes until it's restored.
Want to know what each status means? Click here.