--- title: A Guide to Proposals Tracking description: 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. --- [Skip to content](https://kb.opus1.io/a-guide-to-proposals-tracking#main-content) English Show submenu for translations ![Opus1-3-icon-color-1.png\]](https://kb.opus1.io/hs-fs/hubfs/Opus1-3-icon-color-1.png?height=50&name=Opus1-3-icon-color-1.png) Open main navigation Close main navigation - English Show submenu for translations - Go to opus1.io Go to opus1.io Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [opus1io Knowledge Base](https://kb.opus1.io/?hsLang=en) 2. [Grow Your Music School](https://kb.opus1.io/grow-your-music-school?hsLang=en) 3. [Convert Prospects](https://kb.opus1.io/grow-your-music-school?hsLang=en#convert-prospects) # 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.** **![Screenshot 2024-02-19 at 10.43.21 AM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202024-02-19%20at%2010.43.21%20AM.png?width=688&height=311&name=Screenshot%202024-02-19%20at%2010.43.21%20AM.png)** Here, you can:  1\. [View current proposals](https://kb.opus1.io/a-guide-to-proposals-tracking#viewproposals) 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](https://kb.opus1.io/a-guide-to-proposals-tracking#filterbyclient)  4\. [Resend proposals](https://kb.opus1.io/a-guide-to-proposals-tracking#resendproposals) 5\. [Create new proposals](https://kb.opus1.io/a-guide-to-proposals-tracking#create)   View Proposals:  ![Screenshot 2024-02-19 at 1.07.18 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202024-02-19%20at%201.07.18%20PM.png?width=688&height=304&name=Screenshot%202024-02-19%20at%201.07.18%20PM.png) Filter by client: ![Screenshot 2024-02-19 at 10.42.01 AM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202024-02-19%20at%2010.42.01%20AM.png?width=688&height=258&name=Screenshot%202024-02-19%20at%2010.42.01%20AM.png) Resend Proposals - note, when a proposal is re-sent, the window where login is not required to accept the proposal is reset.  ![Screenshot 2024-02-19 at 1.07.18 PM-1](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202024-02-19%20at%201.07.18%20PM-1.png?width=688&height=304&name=Screenshot%202024-02-19%20at%201.07.18%20PM-1.png) And, Create New Proposals:  ![Screenshot 2024-02-19 at 1.07.18 PM-2](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202024-02-19%20at%201.07.18%20PM-2.png?width=688&height=304&name=Screenshot%202024-02-19%20at%201.07.18%20PM-2.png) For more information on Proposals, refer to these articles below:  - [Sending Proposals](https://kb.opus1.io/sending-proposals?hsLang=en) - [Sending Combined Proposal-Appointment Holds](https://kb.opus1.io/sending-combined-proposal-appointment-holds?hsLang=en) - [If I send a proposal, is that spot automatically put on hold?](https://kb.opus1.io/if-i-send-a-proposal-is-that-spot-automatically-put-on-hold?hsLang=en)   - [Account & Troubleshooting](https://kb.opus1.io/account-troubleshooting?hsLang=en#main-content) - [General](https://kb.opus1.io/account-troubleshooting?hsLang=en#general) - [Login & Access](https://kb.opus1.io/account-troubleshooting?hsLang=en#login-access) - [Release Notes](https://kb.opus1.io/account-troubleshooting?hsLang=en#release-notes) - [Business](https://kb.opus1.io/business?hsLang=en#main-content) - [General](https://kb.opus1.io/business?hsLang=en#general) - [Business Profile & Billing](https://kb.opus1.io/business?hsLang=en#business-profile-billing) - [Client Data & Forms](https://kb.opus1.io/business?hsLang=en#client-data-forms) - 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[Client Experience](https://kb.opus1.io/clients?hsLang=en#client-experience) - [Client Records](https://kb.opus1.io/clients?hsLang=en#client-records) - [Credits](https://kb.opus1.io/clients?hsLang=en#credits) - [Gift Cards](https://kb.opus1.io/clients?hsLang=en#gift-cards) - [Invoices](https://kb.opus1.io/clients?hsLang=en#invoices) - [Payments & Auto-Pay](https://kb.opus1.io/clients?hsLang=en#payments-auto-pay) - [Subscriptions](https://kb.opus1.io/clients?hsLang=en#subscriptions) - [Waitlist Notifications](https://kb.opus1.io/clients?hsLang=en#waitlist-notifications) - [Communication](https://kb.opus1.io/communication?hsLang=en#main-content) - [Email & Notifications](https://kb.opus1.io/communication?hsLang=en#email-notifications) - [SMS](https://kb.opus1.io/communication?hsLang=en#sms) - [Voice](https://kb.opus1.io/communication?hsLang=en#voice) - [Grow Your Music School](https://kb.opus1.io/grow-your-music-school?hsLang=en#main-content) - [Convert Prospects](https://kb.opus1.io/grow-your-music-school?hsLang=en#convert-prospects) - [Email Campaigns](https://kb.opus1.io/grow-your-music-school?hsLang=en#email-campaigns) - [Get Found & Capture Leads](https://kb.opus1.io/grow-your-music-school?hsLang=en#get-found-capture-leads) - [Reviews & Reputation](https://kb.opus1.io/grow-your-music-school?hsLang=en#reviews-reputation) - [Payment Processing](https://kb.opus1.io/payment-processing?hsLang=en#main-content) - [General](https://kb.opus1.io/payment-processing?hsLang=en#general) - [Opus1 Payments (Stripe)](https://kb.opus1.io/payment-processing?hsLang=en#opus1-payments-stripe) - [Clover Connect (FiServ / Cardpointe)](https://kb.opus1.io/payment-processing?hsLang=en#clover-connect-fiserv-cardpointe) - [Reporting](https://kb.opus1.io/reporting?hsLang=en#main-content) - [Attendance](https://kb.opus1.io/reporting?hsLang=en#attendance) - [Credits](https://kb.opus1.io/reporting?hsLang=en#credits) - [Invoices](https://kb.opus1.io/reporting?hsLang=en#invoices) - [Subscriptions](https://kb.opus1.io/reporting?hsLang=en#subscriptions) - [Transactions](https://kb.opus1.io/reporting?hsLang=en#transactions) - [Data Exports](https://kb.opus1.io/reporting?hsLang=en#data-exports) - [Services](https://kb.opus1.io/services?hsLang=en#main-content) - [Appointments](https://kb.opus1.io/services?hsLang=en#appointments) - [Building Services](https://kb.opus1.io/services?hsLang=en#building-services) - [Cancellation](https://kb.opus1.io/services?hsLang=en#cancellation) - [Events](https://kb.opus1.io/services?hsLang=en#events) - [Optimization & Conversion](https://kb.opus1.io/services?hsLang=en#optimization-conversion) - [Payment Plans](https://kb.opus1.io/services?hsLang=en#payment-plans) - [Sessions](https://kb.opus1.io/services?hsLang=en#sessions) - [Subscription-Only](https://kb.opus1.io/services?hsLang=en#subscription-only) - [Staff](https://kb.opus1.io/staff?hsLang=en#main-content) - [Availability & Self-Booking](https://kb.opus1.io/staff?hsLang=en#availability-self-booking) - [Calendar Sync](https://kb.opus1.io/staff?hsLang=en#calendar-sync) - [Onboarding & Offboarding](https://kb.opus1.io/staff?hsLang=en#onboarding-offboarding) - [Payroll & Compensation](https://kb.opus1.io/staff?hsLang=en#payroll-compensation) - [Roles & Permissions](https://kb.opus1.io/staff?hsLang=en#roles-permissions) - [Teacher Tools & Access](https://kb.opus1.io/staff?hsLang=en#teacher-tools-access) - [Time-off](https://kb.opus1.io/staff?hsLang=en#time-off) - [Stats](https://kb.opus1.io/stats?hsLang=en#main-content) - [Conversions](https://kb.opus1.io/stats?hsLang=en#conversions) - [Client Metrics](https://kb.opus1.io/stats?hsLang=en#client-metrics) - [Dashboard](https://kb.opus1.io/stats?hsLang=en#dashboard) - [Session Enrollment](https://kb.opus1.io/stats?hsLang=en#session-enrollment) - [Today](https://kb.opus1.io/stats?hsLang=en#today) - [Utilization](https://kb.opus1.io/stats?hsLang=en#utilization) [![Chill listening crop-3](https://kb.opus1.io/hs-fs/hubfs/Opus1-3-icon-color-2.png?width=35&height=24&name=Opus1-3-icon-color-2.png "Chill listening crop-3")](http://opus1.io) Copyright © 2025, Opus1.io