Support / FAQ

How to manually change the status of a proposal to be accepted and declined?

Focus: The focus of this Self Help article is to provide you information and steps in order to manually change the Status of the proposal to “Accepted”, “Declined” or other statuses.

Please note: When you manually change the status of the proposal, a “History” record will populate about this manual change. Manually changing the status of the proposal is a good option if you are not using the Web version for your clients. It is a great way to keep track of the status of a proposal.

Step 1: Manually changing the status. This can be done by going to Proposals > Sent  and click on the name of the proposal.

Proposals - Sent - Proposal Name

Step 2: Now, you are on the Proposal Overview. Under the Status column, you have a dropdown box.

  1. To manually change to Accepted, click on Accepted.
  2. To manually change to Declined, click on Declined.

Proposals - Sent - Proposal Name -Statuses

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Posted in: Proposals