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

DripJobs Help Center

All CollectionsRejections & Change Request

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 Alex 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 your 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)

If you would like to know how to approve the proposal for your customer, click here

Click on Back…

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.