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How to Re-Open a Rejected Proposal?

In this article, you will learn how to re-open a rejected proposal.

David Arteaga avatar
Written by David Arteaga
Updated over 3 weeks ago


1. Click on "View Proposal"

Click on "View Proposal"

2. See the "REJECTED" Status

See the "REJECTED" Status

3. Click on "Re-Open Proposal"

Click on "Re-Open Proposal"

4. Click on "Yes, re-open it!"

Click on "Yes, re-open it!"

5. Click on "OK"

Click on "OK"

6. See How the Status Has Changed to "PENDING"

See How the Status Has Changed to "PENDING"

7. Click on "Sales Pipeline"

Click on "Sales Pipeline"

8. The Proposal Will Go Back to Proposal Sent

The Proposal Will Go Back to Proposal Sent


โ€‹If the "Re-open" Option Doesn't Appear

This example will be taken from another deal

1. Click on "View Deal"

Click on "View Deal"

2. Click on Pencil Icon

Click on Pencil Icon

3. Click over the Current Stage

Click over the Current Stage

4. Click on "In Draft"

Click on "In Draft"

5. Click over the Current Deal Status

Click over the Current Deal Status

6. Click on "Open"

Click on "Open"

7. Click on "Save"

Click on "Save"

8. See How the Proposal Appears on Pending

See How the Proposal Appears on Pending

9. Click on "Sales Pipeline"

Click on "Sales Pipeline"

10. See the Automated Deal Card Movement


โ€‹


If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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