Submit a Proposal to a Client
Before you start: The proposal must be in Draft status before you can submit it. Make sure you’ve added phases and contract terms before submitting.
Submitting a proposal
Section titled “Submitting a proposal”- Open the proposal you want to submit.
- Click the Submit To Client button at the top of the page.
- Confirm the action when prompted.
The proposal status changes from Draft to Pending Approval.
Rescinding a submission
Section titled “Rescinding a submission”If you need to pull the proposal back (for example, to make revisions after sending it):
- Open the proposal (it must be in Pending Approval status).
- Click the Rescind button.
- Confirm the action.
The proposal returns to Draft status.
Marking a proposal as accepted
Section titled “Marking a proposal as accepted”When the client approves:
- Open the proposal (it must be in Pending Approval status).
- Click Accepted at the top of the page.
- Confirm the action.
The proposal status changes to Approved. You can now convert it into a project. See Convert a proposal to a project.
Marking a proposal as declined
Section titled “Marking a proposal as declined”When the client declines:
- Open the proposal (it must be in Pending Approval status).
- Click Declined at the top of the page.
- Confirm the action.
The proposal status changes to Declined.