In some cases you may need to change the status of a proposal from either In Progress to Accepted or vice versa. Here are a few scenarios on how you can do this or why you may need to do this:
- Your proposal was accepted outside of Proposable and you need to manually update from in-progress to accepted.
- Your client accidentally signed the proposal before they meant to and you need to move the proposal from "Accepted" back to "In Progress" to continue the conversation.
- You renegotiate your proposal and need to make updates after the initial acceptance happened.
- You made a mistake on the original proposal and need to have your prospect resign after the issues are fixed.
Although there may be more reasons as to why you need to change the status of the proposal, here is how you can do so:
Locate the proposal under the Proposals tab. Check the box to the left of the proposal title and click on the Actions button at the top. Choose Change Status and confirm the changing of the status.
NOTE: If you change the status of an accepted proposal, it will remove the acceptance data and your prospect will need to accept the proposal again for the proposal to store the "new" acceptance info.