DripJobs Help Center

How to Reject a Proposal After a Change Request

The following is a step-by-step tutorial on how a customer can reject a proposal after submitting a change request.

Written by Laura Cuadros

Updated over 9 months ago

1. First, Open the Proposal

First, Open the Proposal

2. Next, Click on 'Actions' at the Top

Next, Click on ‘Actions’ at the Top

3. Click on 'Reject Proposal'

Click on 'Reject Proposal'

4. Next, Choose a Reason for the Rejection of the Proposal

There are a few reasons for rejection in the drop-down box.

Next, Choose a Reason for the Rejection of the Proposal

5. Then, Add an Optional Comment in the Text Box if You Desire

Then, Add an Optional Comment in the Text Box if You Desire

6. Next, Click on 'Reject Proposal'

Next, Click on 'Reject Proposal'

7. Within the Proposal, You Can View the Rejection Response

Within the Proposal, You Can View the Rejection Response

8. Finally, the Deal Card Will Move to 'Proposal Rejected'

Finally, the Deal Card Will Move to 'Proposal Rejected'

Please don't hesitate to contact DripJobs customer support if you need any assistance with this or anything else.