ClickSabi Pro
Proposals
Proposal statuses
What each status means and which ones lock the proposal.
1 min readLast updated
The statuses
Draft, Internal review, Ready to send, Sent, Viewed, Questions pending, Revision requested, Accepted, Declined, Expired, Link revoked and Archived.
In market
Sent, Viewed, Questions pending and Revision requested mean the proposal is with the customer.
Locked
Accepted, Declined, Expired and Link revoked cannot be edited. Create a revision if the offer needs to change.
Related articles
- ProposalsRevising a sent proposalHow revisions preserve the record of what the customer received.
- ProposalsWhat happens when a proposal is acceptedThe handover from a signed offer to delivery.
- ProposalsPublishing and sharing a proposalPublish a version, control the link, and preview what the customer sees.
- ProposalsUnderstanding Proposal StudioWhere an offer is built, and what happens after you send it.
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