Proposal Status Overview

Proposal statuses in Inspect Point help you track the progress of proposals from creation to customer decision. Some statuses are automatically applied by the system, while others can be updated manually if needed. This article explains the default statuses and how they work.

What are the Proposal Statuses? 

Inspect Point comes preloaded with the following statuses:

• Draft - Automatically applied when a proposal is created but not yet sent.
• Out for Quote - Automatically applied when a proposal is sent to your customer.
• Viewed - Automatically applied when your customer clicks the proposal link in the email.
• Accepted - Automatically applied when your customer clicks Accept on the proposal and enters their name.
• Declined - Automatically applied when your customer clicks Decline on the proposal, provides their name, and adds a reason.

Custom Proposal Statuses

In Inspect Point, administrators can create additional proposal statuses to better track proposals through your organization’s workflow.

👉 Related Article: How to Create Custom Proposal Statuses 

Proposal Status Updates

Most proposal statuses are applied automatically, but you also have the option to update a status manually.

To do this:

• Open the proposal by either clicking the edit icon on the Proposals tab, or selecting the proposal number and then clicking Edit in the upper right.

• Use the Status dropdown to select the new status.

• Click Save to apply the update.

  

Note: If the proposal has already been accepted, the setting Allow Editing of Accepted Proposals must be enabled in order to make changes.

👉 Related Article: Configuring Proposal Settings