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Manually Moving a Deal to Project Accepted

This article details how to manually accept the Proposal, to prompt the customer's Deal Card to move into the Jobs Pipeline.

Written by Laura Cuadros


In order to have the proposal in the Jobs Pipeline it is necessary to sign and accept it as if you were your client. The other way to do this is by accepting the proposal without signature from proposal builder, here's how you can do it.

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1. Find the Desired Customer's Deal Card and Click on View Proposal

Find the Desired Customer's Deal Card and Click on View Proposal

2. Click on 'Customer View'

Click on 'Customer View'

3. Click on 'Approve'

Click on 'Approve'

4. Check and Confirm Terms and Conditions

Check and Confirm Terms and Conditions

5. Write a Signature Down

Write a Signature Down

6. Confirm Your Signature

Confirm Your SIgnature

7. Click on 'Approve Proposal'

Click on 'Approve Proposal'

8. Look for This Confirmation Message

Look for This Confirmation Message

9. See How the Proposal Now Shows as Accepted

See How the Proposal Now Shows as Accepted

It'll Also Show as Accepted from Proposal Builder View

It'll Also Show as Accepted from Proposal Builder View

10. Click on 'Jobs Pipeline'

Click on 'Jobs Pipeline'

11. The Customer's Deal Card Has Moved Into the 'Project Accepted' Stage, with an Invoice Automatically Generated

The Customer's Deal Card Has Moved Into the 'Project Accepted' Stage, with an Invoice Automatically Generated

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

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