Tracking proposal status

Every proposal in BidCraft has a status that tells you where it is in the process. Here's what each one means.

Proposal statuses

• Draft — created but not sent to the client yet
• Sent — emailed or link shared with the client
• Viewed — the client has opened the proposal
• Accepted — the client clicked "Accept" on the proposal
• Declined — the client clicked "Decline"

Changing status manually

You can manually change a proposal's status at any time from the proposal detail page. This is useful when a client accepts verbally by phone rather than through the portal.

Filtering by status

Use the filter tabs on the Proposals page and Dashboard to see only proposals at a specific stage. This helps you quickly see which jobs are open, which you've won, and which to follow up on.

After a proposal is accepted

When a client accepts, you'll get a notification. The proposal stays in BidCraft for your records. Consider following up immediately to schedule the work — striking while the iron is hot increases the chance the job actually proceeds.