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What To Do if a Proposal is Signed But Not Accepted

What To Do if a Proposal is Signed But Not Accepted

This article will detail what to do if the customer signed your proposal, but it has not been accepted and moved on to the Jobs Pipeline.

Written by Danielle Walls

Updated over a week ago

Follow these steps if a Proposal is showing as signed in the Proposal(s) Sent stage

Click on PENDING…

If You ARE NOT Using Stripe for Online Payments

1. The customer likely forgot or needs to click the Click to Accept button to move forward

Note: You can do this for the customer on your end by clicking View Portal in the proposal.

The customer likely forgot or needs to click the Click to Accept button to move forward.

If you ARE using Stripe for Online Payments

1. The customer has signed the Proposal, but not paid the online deposit

Note: Check with the customer and ensure they would like to pay the deposit with another form of payment.

The customer has signed the Proposal, but not paid the online deposit

2. If the customer wants to pay Online, have them Click to Pay Deposit

If the customer wants to pay Online, have them Click to Pay Deposit

3. If the customer wants to pay with another form of payment, go back into their Proposal to the Payments section

If the customer does want to pay with another form of payment, go back into their Proposal to the Payments section

4. Toggle Off Online Payments

Toggle Off Online Payments

7. Now have the customer Click to Accept

Note: This will move the job to the Jobs Pipeline. You will then be able to manually accept a deposit payment on their invoice.

Have the customer Click to Accept