Accept a Proposal
What happens when a client accepts a proposal.
Steps
- 1Client receives the proposal via email with a unique access link.
- 2Client reviews the proposal and clicks "Accept" or "Reject".
- 3On acceptance: proposal status changes to "accepted", activity is logged.
- 4If payment terms are set, a payment schedule is auto-created.
- 5A project can be created from the accepted proposal (converts line items, milestones).
- 6The event date, milestones, and catalog references carry over to the project.