A Guide to Proposals Tracking

This article explains to view proposals that have been sent, filter by client name, resend proposals, and create new proposals from the Proposal Tracking Homepage.

To find a report of previously sent proposals, navigate to Client menu and click on Proposals.

Here, you can: 

1. View current proposals that have been sent out (including details on when they were sent, if they were reviewed, and if they were accepted.)

3. Filter by clients 

4. Resend proposals

5. Create new proposals

View Proposals: 

Filter by client:

Resend Proposals - note, when a proposal is re-sent, the window where login is not required to accept the proposal is reset. 

And, Create New Proposals: 

For more information on Proposals, refer to these articles below: 

• Sending Proposals
• Sending Combined Proposal-Appointment Holds
• If I send a proposal, is that spot automatically put on hold?