The Sent Proposals page is where you will see an overview of all your sent proposals and their current status. Use the page's advanced filters to narrow down the results even further if needed.
The proposal status helps you quickly find out if a proposal is stuck if the client started to fill in payment details or not, and other relevant details regarding your proposal.
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.
Click the three-dot menu to open it and choose from the various options available to manage your proposal;
Copy link to proposal
Send an email reminder to your client
View proposal
Edit proposal
Duplicate
Cancel proposal
