Status & Signatures
Proposal statuses and how they change
Six statuses track a proposal from draft to signature.
Why statuses matter
Every proposal carries a status that tells you exactly where it sits in its lifecycle — visible to your whole team on the dashboard, so nobody has to ask what stage a deal is in.
How status changes
- Most transitions happen automatically, based on client actions — opening the link, commenting, signing.
- Some are manual: an Admin can mark a proposal as Lost from the proposal menu.
- Every status change is timestamped and visible in the proposal's activity log, so you always have an audit trail of when things happened.
Status legend
Draft
Being created or edited — not yet sent to the client.
In Review
Teammates have made changes and sent them to an Admin, who can accept or reject them.
Sent
Shared with the client, awaiting a first open.
Viewed
The client has opened the proposal.
Signed
The client has approved and signed off.
Lost
The validity period passed, or the client declined.
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