Learn how to filter proposals with Bookipi Proposals
Learn how to filter proposals with Bookipi Proposals with 2 simple steps.
Step 1: Select Proposals
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:
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All status: View all your proposals in one go.
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Draft: Proposals that have been created and “save and continue” have been selected at any point of the creation process.
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Saved: Proposals that are finalised but have not been sent to the customer
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Sent: Proposals that are finalised and emailed to the customer
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Read: Proposals that have been read by the customer
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Accepted: Proposals that have been accepted by the customer
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Declined: Proposals that have been declined and marked as declined on the proposal
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Completed: Proposals that have been marked as completed
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Terminated: Accepted proposals that have been terminated
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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.
