Proposal statuses on the Proposals page show whether a Proposal or Proposal Group has been sent to your client and whether your client has viewed it. SingleOps sets these statuses automatically. You can also filter the Proposals page by status: Not Sent, Sent, or Viewed.
In this article:
Proposal Status Definitions
| Proposal | Proposal group |
Not Sent | The proposal has not been sent to the client by email or text message. | No proposal type email or text has been sent for the proposal group, and none has been sent for any of the individual proposals in the group. Subtitle: "Proposal Created X days ago" |
Sent | The proposal has been sent by email or text message, but the client has not viewed it yet. | A proposal type email or text has been sent for the proposal group, or for every individual proposal in the group. Subtitle: "Sent X days ago" |
Viewed | The proposal has been sent, and the client opened it using the View Proposal link. | The proposal group has been sent, and the client opened it using the View Proposal link.
Subtitle: "Viewed X days ago" |
⚠️ If your client only opens a PDF attached to the email and never clicks the View Proposal link, the status will not change to Viewed.
Proposal still shows 'Not Sent' after Emailed or Texted
A proposal only shows as Sent when it goes out using an email or text template set to the Proposal type. If you use a different template type, the message still sends and appears in the job's communication history, but the status will not update.
To set a template to the Proposal type:
Navigate to Setup > Templates > Email Templates or Text Message Templates.
Click Create New, or Edit an existing template.
Under Type, select Proposal from the dropdown.
Click Save Email Template or Save Text Template.
💡 When sending, attach the proposal using the Proposal attachment option in the template. Attaching the proposal another way may keep the status and reporting from updating.
Track When Proposals Were Sent and Viewed
Use the Jobs Report:
Filter by the Proposal stage to show open proposals.
Add the First Proposal Sent, Proposal Date, and Last Email columns.
Export the report, if needed.
⚠️ If First Proposal Sent is blank but the email appears in the job's history, the email was likely sent with a template that isn't the Proposal type.