Proposals not yet with a client. A lead approves each one before it goes out.
Draft pipeline
Live, as of 06:12
Open drafts 0 $0k
Waiting on approval 0 None
Blocked on a rate card 0 None
Drafts
0 proposals worth $0k, newest activity first
Stage
No drafts proposals
Nothing is here right now.
0 of 0 shown$0k in total
What each draft needs
Before it can go to the client
[ Approval ]
Approve this proposal?
Approving this proposal lets the lead send it to the client. You can still pull it back until the client signs.
[ Goes to the client ]
Send to the client?
this proposal goes to the client as a private link. You can nudge or pull it back until they sign.
[ Signature ]
Mark this proposal as won?
This logs the signature for this proposal. The signed proposal becomes the client's scope.
[ Closes the proposal ]
Mark this proposal as lost?
this proposal moves to Lost and stays searchable. You can reopen it as a draft later.
Reason