How to mark a proposal as declined
Learn how to mark a proposal as declined in Bookipi Proposals with the simple steps below.
Step 1: Navigate to your proposals.
Select ‘Proposal’ from the dashboard menu or the left-hand navigation panel to access your proposals.
Step 2: Select a proposal.
Open the proposal that was declined by your customer.
Step 3: Open more options.
Click the ellipsis (⋯) button in the top-right corner, next to 'Send'.
Step 4: Mark as Declined.
Choose ‘Mark As Declined’ from the options.
Your proposal has now been marked as declined.
If you wish to resubmit a declined proposal you can simply select the three dots and select ‘Revoke & Edit’.
Discover more tutorials for Bookipi Proposals
Discover more tips on how to get the most out of using the Proposals feature in Bookipi Invoice with our Bookipi Proposals guides.
Get the latest version of Bookipi Invoice on Web v2 and get set up with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app. Check out our mobile app guides.