How to filter proposals

Learn how to filter proposals with Bookipi Proposals

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

Step 1: Select Proposals

Proposals - How to filter proposals - 1

Step 2: Filter your proposals by customer or status. Select the drop-down that you wish to sort by.

Proposals - How to filter proposals - 2

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.

Proposals - How to filter proposals - 3

Discover more tutorials for Bookipi Proposals

Discover more tips on how to get the most out of Bookipi Proposals with our Bookipi Proposals guides.

Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.

Table of Contents

Share to your network: