Method

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

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.

Proposal Information: Information specific to this proposal.

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

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.

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 <a href="https://help.method.me/en/articles/7833213-proposals-app-preferences">Proposal App's Preferences</a>.

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.

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.

Edit Proposal: When you edit the proposal, it will return to a draft state and the proposal will need to be resent again. A proposal that has been sent can no longer be edited.

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 <a href="https://help.method.me/en/articles/7833213-proposals-app-preferences">Proposal App's Preferences</a>.
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: When you edit the proposal, it will return to a draft state and the proposal will need to be resent again. A proposal that has been sent can no longer be edited.