Track responses and invoice from a quote
See which proposals are awaiting a response, accepted or expired, then turn an accepted proposal into an invoice in one click.
Proposal statuses
- Draft: not sent yet.
- Awaiting response: sent and waiting for the client.
- Accepted: the client accepted.
- Declined: the client declined.
- Expired: past the Valid until date.
Record a response yourself
If your client answers some other way, such as by phone or chat, click the status chip in the document header, or ⋯ in the proposals table, and choose "Mark as accepted" or "Mark as declined". If you record the wrong answer, use "Reopen (clear response)".
Once a proposal passes its Valid until date, the client can no longer accept it from the link. Extend "Valid until" or record the response yourself.
Issue an invoice from a proposal
- 1
Open the accepted proposal.
- 2
Choose "Issue invoice from this proposal".
- 3
An invoice is created with the same items, due in 14 days. You can change it on the invoice.
After an invoice is issued from a proposal, the proposal's response can't be changed. Click "Open invoice issued from this proposal" to go to the invoice.
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