Steps to Successfully Transition a Proposal to the Jobs Pipeline | DripJobs Help Center

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Steps to Successfully Transition a Proposal to the Jobs Pipeline

Steps to Successfully Transition a Proposal to the Jobs Pipeline

This is the step-by-step your client will follow to successfully accept a proposal

Written by Alexis Calderon

Updated over a week ago

1. Click on Approve & Pay Deposit

Click on Approve & Pay Deposit

2. Click on Accept the Terms and Conditions

Click on Signature and confirmation are required

3. Submit your signature

Click on highlight

4. Once you added you signature, click Confirm Signature

Click on highlight

5. Click on Approve & Pay

Click on Approve & Pay

6. This will be the Strip CheckOut so you can pay the required Deposit (if applicable)

Click on Back…