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Understanding your Proposals Dashboard
Understanding your Proposals Dashboard
Sam S avatar
Written by Sam S
Updated over a week ago

Below screenshot shows the Proposals Dashboard.

#1 - Represents the proposals created using a global/team template but not freezed.
โ€‹#2 - Represents the proposals which are freezed, may/may not be sent to your client. Your plan usage is directly proportional to the number of proposals freezed.
โ€‹#3 - Represents the proposals which are approved by the client. Once your client accepts your proposal, mark it 'approved' by clicking on the thumb symbol.

Have further questions about Proposals module? Feel free to reach out to us at [email protected]

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