Closed without a signature. Reasons are kept so the next proposal learns from them.
Closed without a signature
Jul 1 to Sep 30
Lost this quarter 0 $0k
Win rate 0% 0 of 0 decided
Follow-ups set 0 None set
Lost
0 proposals worth $0k, newest first
Stage
No lost proposals
Nothing is here right now.
0 of 0 shown$0k in total
What happened
Why each proposal closed, and what comes next
[ 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