Clearmargin

Accept a Proposal

What happens when a client accepts a proposal.

Steps

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

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