Proposal statuses
Last updated: 16-Oct-2020
Overview
From the time it's created a proposal will go through different stages (statuses) until it's accepted and paid by the customer.
Proposal statuses
Proposal status flow
Proposal statuses
| Proposal status | Description |
|---|---|
| Opened | A new proposal was created and sent for approval via Salesforce. |
| In review | The proposal is being reviewed as part of the approval process. |
| Reviewed | The review process is done and the proposal can be moved to the next stage. |
| Declined | The proposal was declined. The status provided by the approval flow if the manager did not approve the offer created by the salesperson. |
| Rejected | Rejected by the customer for various reasons. The customer's feedback should include the reason so that the salesperson can edit the offer before resending it. |
| Sent | The reviewed proposal was sent to the customer. |
| Failed | The sending of the proposal has failed due to platform issues and the event should be escalated to administrators who can check the error log for the issue. |
| Expired | The interval during which the proposal could have been accepted/rejected has expired. |
| Accepted | The proposal has been accepted. |
| Pending payment |
|
