How to Manage Proposals
The Proposals page helps you manage each proposal from its first draft through client review and acceptance.
Viewing Proposals
Navigate to Proposals in the sidebar. The page shows summary stats (total, draft, sent, accepted, declined) and a list of all proposals with their client, amount, status, and dates.
Proposal Statuses
- Draft: Not yet sent to the client. Still editable.
- Sent: Shared with the client via the portal.
- Accepted: Client approved the proposal.
- Declined: Client rejected the proposal.
- Expired: Past the valid-until date without a response.
Editing a Proposal
Click on a proposal to view it, then click "Edit". You can modify line items, dates, notes, and other details. Only draft proposals should typically be edited: editing a sent proposal may confuse the client.
Duplicating a Proposal
Click "Duplicate" to create a copy of any proposal. This is useful when creating similar proposals for different clients or projects.
Bulk Actions
Select multiple proposals with checkboxes and use the bulk toolbar to delete them in one action.
Once a proposal is accepted, you can convert it to an invoice with a single click: all line items transfer automatically.