How to filter proposals

Select the drop-down that you wish to sort by.

Sort by status

There are 10 status types that you can choose from:

• All status: View all your proposals in one go.

• Draft: Proposals that have been created and “save and continue” have been selected at any point of the creation process.

• Saved: Proposals that are finalised but have not been sent to the customer

• Sent: Proposals that are finalised and emailed to the customer

• Read: Proposals that have been read by the customer

• Accepted: Proposals that have been accepted by the customer

• Declined: Proposals that have been declined and marked as declined on the proposal

• Completed: Proposals that have been marked as completed

• Terminated: Accepted proposals that have been terminated

• Unsuccessful: Indicated by a red dot next to the amount figure. This indicator shows that an automated payment for a proposal hasn’t been successful

The numbers next to the status indicate the number of proposals currently on this status.