When you have created and sent your proposal to a customer, the proposal will be updated to show pertinent details and its status.
Proposal Details
Status: The current status of the proposal, dependent on the stage of the proposal. It may be set to:
Sent: Automatically set when you send the proposal.
Active Engagement: Automatically set if the customer accepts the proposal. Can be manually set.
Completed: Set when the proposal is completed.
Rejected: 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.
Since the Assigned To
may change over length of the proposal, you can update this at any time during the proposal.
Customer Information
Scrolling down, you will also find information on the customer.
Similar to above, the Contact may change over length of the proposal, so you can update this at any time during the proposal. (You cannot, however, change the Customer. For more information on the difference between contacts and customers, see our article "What is a Contact?"
Payment Information
Under Payment Information, you will see your payment information.
Auto Payment: 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.
Changing the payment method for the customer requires two things:
Auto Payment must be checked
Proposal must have its status set to Active Engagement.
Clicking the ✎ 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.
Proposal Buttons
At the bottom of the proposals screen are buttons to manage your proposals.
More Actions
: There are four of actions available under this button. 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 Acceptanced Agreement: View the engagement letter generated from the proposal in a PDF file.
Make A Copy: Copy the existing proposal to a draft
Dates of proposal will update to the current date, but the length of the proposal will stay the same.
The Engagement Letter will reset to the template selected (no previous customizations carry over)
Change Status
: As mentioned before, there are four states a proposal can be in. The proposal can be set to each status except for the Sent status. 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: If you have not sent the proposal, you can still edit it. A proposal that has been sent can no longer be edited.
Save and Save & Back: Save changes to the proposal. Fields do not automatically update.