View and Edit a Proposal

Managing your proposal after it's sent.

Updated over a week ago

When you have created and sent your proposal to a customer, the proposal will be updated to show pertinent details and its status.

  1. Status: The current status of the proposal, dependent on the stage of the proposal.

    • Sent - Automatically set when you send the proposal.

    • Active Engagement - Automatically set if the customer accepts the proposal. Can be manually set.

    • Completed - Can be set when the proposal is completed.

    • Rejected - Can be set when the proposal is rejected.

  2. Proposal Information: Information specific to this proposal.

  3. App Ribbons: This will show the interactions, invoices, and payments associated with the proposal.

Scrolling down, you will also find:

  1. Auto Paid?: This checkbox will automatically charge the customer for each invoice generated, in other words, this is for recurring payments. In order for this option to show:

    • The Customer's payment information must be saved. This can be captured from payment on acceptance or from a previous proposal. You can set up Payment Required to Accept in the Proposal App's Preferences.

  2. More Actions: There are a number of actions available to you when editing a proposal. Some of these options will only appear depending on the status of the proposal.

    • Send to Customer: Re-send the proposal to the customer.

    • Take Payment: If there is an invoice associated with this proposal, you can take a payment for it.

    • View Acceptance: View what the customer sees in their portal.

    • View Engagement Letter: This will show the engagement letter generated from the proposal in a PDF file.

  3. Change Status: As mentioned before, there are four states a proposal can be in. Other than the Sent status, you can manually set this.

    • Sent - Automatically set when you send the proposal.

    • Active Engagement - Automatically set if the customer accepts the proposal.

    • Completed - Can be set when the proposal is completed.

    • Rejected - Can be set when the proposal is rejected.

  4. Edit Proposal: If you have not sent the proposal, you can still edit it. A proposal that has been sent can no longer be edited.


Add / Edit Payment Method

Under Payment Information, you can add or edit a payment method for a customer. This requires two things:

  • Auto Payment must be checked

  • Proposal must have its status set to Active Engagement.

Clicking the โœŽ Edit button will reveal a dropdown where you can select between different payment methods:

To add additional payment methods, click Add new payment method. This will warn you that Adding a new payment method will require pre-authorization, resulting in a temporary $1 hold on the card until pre-authorization is complete.

After you click OK, you will be presented with the screen to enter in your customer's payment details.

NOTE: The customer can also self-serve by completing this process in their customer portal. Normally, this would be initiated when the customer receives an email their payment details are expired.

Make sure Payment Method Expiring Email is enabled in the Proposal Preferences under Customer Emails to ensure the customer receives this email.

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