How to filter proposals

How to filter & sort business proposals in Bookipi

Learn how to filter proposals with Bookipi Proposals with 2 simple steps.

Steps to filter proposals

Step 1: Select Proposals

Navigate to the ‘Proposals’ section of Bookipi web app.

Step 2: Filter your proposals by customer or status.

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.

Find out about Bookipi Proposal Maker & more

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