How to Create a Proposal Status

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

Who Can Create Proposal Statuses

• Admins can create new statuses.
• If your account has the setting Limit configuration to admin role, only Admin users will have access to this feature.

Steps to Create a Proposal Status

1. Go to Settings
   • From the backend, navigate to Settings.
2. Open Proposal Status Settings

   • In the Proposals category, select Proposal Statuses.

     

3. Add a New Status
   • Click +Add Status.
   • Enter the Status Name (e.g., “Pending Review”).
   • Choose a Display Order if needed.

   • Add a description if you’d like additional context for your team.

     

4. Save
   • Click Save to apply the new status.
   • The status will now be available to select when editing or updating proposals

Tips for Creating Statuses

• Use clear and concise names so your team understands the status at a glance.
• Consider aligning custom statuses with your sales or approval process.
• Use the Filter by Status option on the Proposals tab for easy navigating. 

Related Article

👉 Proposal Status Overview