{"id":7521,"date":"2022-01-13T01:44:55","date_gmt":"2022-01-13T01:44:55","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=7521"},"modified":"2026-05-17T06:27:23","modified_gmt":"2026-05-17T11:27:23","slug":"how-to-complete-an-accepted-proposal","status":"publish","type":"post","link":"https:\/\/bookipi.com\/es\/guides\/bookipi-proposals\/how-to-complete-an-accepted-proposal\/","title":{"rendered":"How to complete an accepted proposal"},"content":{"rendered":"
\n

Learn how to complete a proposal that has been accepted by your customer in Bookipi Proposals<\/h2>\n

How to complete an accepted proposal<\/h2>\n

Learn how to complete a proposal that has been accepted by your customer in Bookipi Proposals with the simple guide below.<\/p>\n

\n

Step 1: <\/b>Select \u2018Proposal\u2019.<\/i><\/b><\/h3>\n

Click on \u2018Proposal\u2019<\/i><\/b> either in the Dashboard menu or in the left-hand panel of the screen to access the Proposal feature.<\/p>\n

\"Bookipi<\/div>\n

\n

Step 2: <\/b>Choose <\/b>the Proposal<\/i>. <\/b><\/h3>\n

Select the Proposal<\/i><\/b> you wish to complete.<\/p>\n

\"Bookipi<\/div>\n

\n

Step 3: <\/b>Select the three dots. <\/i><\/b><\/h3>\n

Select the three dots <\/i><\/b>in the top right corner to open the drop-down menu. <\/p>\n

\"Bookipi<\/div>\n

\n

Step 4: <\/b>Select \u2018Complete\u2019 <\/i><\/b>under the drop-down menu. <\/h3>\n

Click \u2018Complete\u2019<\/i><\/b> to notify your client via email that the Proposal has been completed.<\/p>\n

\"Bookipi<\/div>\n

\n

Your proposal has now been completed.<\/p>\n

\"Bookipi<\/div>\n

\n

Your client will receive an email notifying them that the proposal has been completed.<\/p>\n

\"Bookipi<\/div>\n

\n

If you complete a proposal with a service item that is billed on completion, your client will receive an email to accept or decline the proposal. If they accept the proposal they will be billed automatically, if they decline the proposal you will be notified. <\/p>\n

\n

\"Bookipi<\/div>\n

\n

\n

If your client accepts the completion of the proposal<\/h2>\n

\n

If the client accepts the completion of the proposal, they will receive an email with the paid invoice and a receipt for the payment.<\/p>\n

\"Bookipi<\/div>\n

\n

\"Bookipi<\/div>\n

\n

You will also be notified via email that your client has paid for your service and the invoice will be saved to your Bookipi account.<\/p>\n

\n

\"Bookipi<\/div>\n

\n

\n

Please note that the Invoices generated via a proposal can be viewed and printed on your Bookipi web and Bookipi mobile account but cannot be edited.<\/i><\/p>\n<\/div>\n

\"Bookipi<\/div>\n

\n

\n

If your client declines to complete a proposal<\/h2>\n

\n

If they select decline a proposal, a pop-up will appear requesting the reason for the decline<\/p>\n

\"Bookipi<\/div>\n

\n

\"Bookipi<\/div>\n

\n

You will receive an email saying your proposal completion has been declined. <\/p>\n

\n

\"Bookipi<\/div>\n

\n

\n

Discover more tutorials for Bookipi Proposals<\/b><\/h2>\n

Discover more tips on how to get the most out of using the Proposals feature in Bookipi Invoice with our Bookipi Proposals guides<\/a>.<\/p>\n

\n

Get the latest version of Bookipi Invoice on Web v2 and get set up with our Web v2 guides<\/a>.<\/p>\n

\n

Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app<\/a>. Check out our mobile app guides<\/a>. <\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Learn how to complete a proposal that has been accepted by your customer in Bookipi Proposals<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"complete business proposal","_yoast_wpseo_title":"How To Finalize Business Proposals | Bookipi Proposal Maker","_yoast_wpseo_metadesc":"Learn how to complete & finalize a business proposal that has been accepted by your customer in Bookipi's proposal maker. 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