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Understanding Proposals Statuses
Understanding Proposals Statuses

Learn more about the various proposal statuses in Anchor

Dani from Anchor avatar
Written by Dani from Anchor
Updated over 9 months ago

The Proposals page displays agreements that have not yet been approved by your client. If a proposal is sent, it will appear here with the appropriate status until approved.

Let’s go over the various types of proposal statuses:

  • Agreement sent - An agreement was sent, but the client never reviewed it.

  • Reviewed by client - The client opened an agreement.

  • Initiated micro-deposit - the client sent a micro-deposit to approve the use of their bank account for payment.

  • Connected payment method - a payment method was added successfully.

  • Approved - the client signed the contract, added a payment method, and approved the agreement.

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