{"id":7530,"date":"2022-01-13T04:44:00","date_gmt":"2022-01-13T04:44:00","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=7530"},"modified":"2026-05-17T06:26:55","modified_gmt":"2026-05-17T11:26:55","slug":"how-to-filter-proposals","status":"publish","type":"post","link":"https:\/\/bookipi.com\/es\/guides\/bookipi-proposals\/how-to-filter-proposals\/","title":{"rendered":"How to filter proposals"},"content":{"rendered":"<div class=\"intercom-article\">\n<h2 class=\"intercom-article-subheading\">Learn how to filter proposals with Bookipi Proposals.<\/h2>\n<h1 id=\"h_cea747c303\">How to filter proposals<\/h1>\n<p class=\"no-margin\">Learn how to filter proposals with Bookipi Proposals with 2 simple steps. <\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_458df68428\"><b>Step 1:<\/b> Click <b><i>\u2018Proposal\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Click on <b><i>\u2018Proposal\u2019<\/i><\/b> in the left-hand panel of the screen.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img fetchpriority=\"high\" fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/fb8ca32d1eeecabefad1cf8071f8434cda0ca66bfcb4fbe19d630c2f88373f1b.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to filter proposals - 1\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_07bbf7db41\"><b>Step 2:<\/b> Click on the proposal status in the top bar.<\/h3>\n<p class=\"no-margin\">Click on the proposal status you wish to filter by. You can easily filter invoices based on <b><i>\u2018Read\u2019 <\/i><\/b>or <b><i>\u2018Accepted\u2019 <\/i><\/b>status.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/c9476c2f850eda15a8a91a0787d9f81c922b2b6b49b6d7b498e33e617a0f7569.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to filter proposals - 2\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Click <b><i>\u2018More\u2019<\/i><\/b> to access all filtering options for your invoices, including <b>\u2018<i>All\u2019<\/i><\/b>,<b> \u2018<i>Draft\u2019<\/i><\/b>, <b>\u2018<i>Sent\u2019<\/i><\/b>, <b>\u2018<i>Read\u2019<\/i><\/b>,<b> <i>\u2018Accepted\u2019<\/i><\/b>, <b><i>\u2018Declined\u2019<\/i><\/b> and <b><i>\u2018Completed\u2019 <\/i><\/b>statuses.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/2b3eb9eafcc137fed166064905ad9a97d931aa28b68c2253709d04f773109e68.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to filter proposals - 3\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">You can select from the following status types:<\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><b><i>\u2018All\u2019<\/i><\/b> \u2013 View all your proposals at once.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><i>\u2018Draft\u2019<\/i><\/b> \u2013 Proposals that have been created but not yet sent to the customer.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><i>\u2018Sent\u2019<\/i><\/b> \u2013 Proposals that have been finalized and sent to the customer via email.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><i>\u2018Read\u2019<\/i><\/b> \u2013 Proposals that have been viewed by the customer.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><i>\u2018Accepted\u2019<\/i><\/b> \u2013 Proposals that have been accepted by the customer.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><i>\u2018Declined\u2019<\/i><\/b> \u2013 Proposals that have been rejected and <a href=\"https:\/\/bookipi.com\/guides\/bookipi-proposals\/how-to-mark-a-proposal-as-declined\/\" target=\"_blank\" class=\"intercom-content-link\">marked as declined<\/a>.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><i>\u2018Completed\u2019<\/i><\/b> \u2013 Proposals that have been <a href=\"https:\/\/bookipi.com\/guides\/bookipi-proposals\/how-to-complete-an-accepted-proposal\/\" target=\"_blank\" class=\"intercom-content-link\">marked as completed<\/a>.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin\">\n<h2 id=\"h_ae30c23509\"><b>FAQ:<\/b><\/h2>\n<h3 id=\"h_e00112f5a2\">Q: Is it possible to sort each column in ascending or descending order?<\/h3>\n<p class=\"no-margin\">A: Yes, you can sort each column in ascending or descending order, with or without the filter option enabled. Simply click the up or down arrows next to the column titles.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_69f071c254\">Q: Is it possible to filter by multiple statuses?<\/h3>\n<p class=\"no-margin\">A: Yes, you can filter by multiple statuses. Simply click <b><i>\u2018More\u2019<\/i><\/b> to view all available filtering options.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_3f1ea70288\">Q: Is it possible to use the search bar while the filtering option is enabled?<\/h3>\n<p class=\"no-margin\">A: Yes, you can use the search bar while the filtering option is enabled. Just make sure to type the entire word for the search function to work properly.<\/p>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_2da97c5567\"><b>Discover more tutorials for Bookipi Proposals<\/b><\/h2>\n<p class=\"no-margin\">Discover more tips on how to get the most out of Bookipi Proposals with our<a href=\"https:\/\/bookipi.com\/guides\/bookipi-proposals\/\" target=\"_blank\" class=\"intercom-content-link\"> Bookipi Proposals guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Want to send invoices easily? Download the <a href=\"https:\/\/www.bookipi.com\/invoice-app\/\" target=\"_blank\" class=\"intercom-content-link\">Bookipi Invoice mobile app<\/a> and check out our Bookipi Invoice <a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\" target=\"_blank\" class=\"intercom-content-link\">mobile app guides<\/a>.   <\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to filter proposals with Bookipi Proposals.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_theme","format":"standard","meta":{"_yoast_wpseo_focuskw":"filter bookipi proposals","_yoast_wpseo_title":"How To Sort & Filter Business Proposals | Bookipi Proposal Maker","_yoast_wpseo_metadesc":"Learn how to organize, sort & filter business proposals using Bookipi's free proposal maker. 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