Proposal Tracking

What does Proposal Sent mean?

Proposal Sent means the homeowner has the price and scope. It does not mean they accepted yet. Keep following up until they accept, decline, or expire.

Track homeowner proposals from draft through close, follow up on sent work, and turn accepted proposals into jobs.

Sent Proposals

Sent or viewed, awaiting a decision

Close Rate

Accepted divided by accepted plus declined

Average Value

$18,853.00

Average value across current proposal records

Pending Value

$18,853.00

Open sent/viewed value not yet accepted or declined

Find Proposals

How should I use proposal status?

Status tells you what to do next. Sent and Viewed usually need follow-up. Accepted can become a job. Declined and Expired should be closed out or restarted.

Filter by estimator, sent/expiration date, status, and service type. The status row below can be used like quick tabs.

Clear Filters

Proposal List

1 proposal match the current view.

ViewedViewed

Calder townhouse waterproofing proposal

P-DEMO-CALDER-001 | Version 1

Investment

$18,853.00

Customer

Calder Design Studio

Phone

+1 646 555 0142