The Proposal Table View displays proposals you've created in a table format, along with relevant properties, like who created them, their status, and the timing of the last activity. Use the Proposal Table View to easily view and search for proposals and track their progress.
Finding the Proposal Table View
On the user site, click the Proposals tab at the top of the page.
In the app, navigate to Profile & Setting > Proposals.
Navigating the Proposal Table View
The screenshot below shows how a typical Proposal Table will look in the user site.
Available Actions
The following actions help you navigate through and organize the proposal list.
Filter by creator and/or Status (click the funnel next to "Created by" and "Status" to select the creators and/or Statuses for which you'd like to see relevant projects).
Sort the proposal list by "Amount" or "Last Activity" (click the property you'd like to sort by at the top of the table).
Search for proposals by name.
Statuses
The following statuses will display as appropriate for listed proposals:
Draft: The proposal has been created through the Create Proposal workflow but not sent to the client.
Pending: An email with the proposal link has been sent to the client, but they have not approved the job.
Approved: The client has reviewed the digital proposal via the emailed link and confirmed approval.
Signed on Device: The proposal was exported from the app as a PDF and signed on your device using the Signature field.
FAQs
Which proposals show up on this page?
All proposals created through the Create Proposal workflow will be displayed. This includes newly created proposal drafts, proposals that have been emailed to customers, and digitally approved proposals.
Proposals exported from the app as a PDF will only be listed if the proposal was signed on your device using the Signature field.
I created a proposal but don't see it on this list. Are there any proposals that do not show up here?
Proposals exported from the app as a PDF will not be listed if the proposal was not signed using the Signature field.
Why do some proposals have a grey icon that says PDF next to them?
This icon indicates that the proposal in question was exported from the app as a PDF file and signed using the Signature field. You will notice that when you click on the proposal, it will download the PDF, whereas clicking on other proposals (created using the Create Proposal workflow) will open the digital proposal draft or sent/finalized proposal.
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