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How do I progress a proposal through my pipeline without sending it to the customer?
How do I progress a proposal through my pipeline without sending it to the customer?
Rob Duncan avatar
Written by Rob Duncan
Updated over a week ago

Sometimes you may not want to send a proposal directly to the customer.

Here we look at how to progress a proposal through the pipeline without sending it to the customer.

Click on the project you want to work on to open it or create a new project.

Payaca view project

Click "Create Proposal".

Enter the information for your quote.

Once you are happy, click "Preview".

Payaca preview quote

To save the quote without sending it, click "Mark as Sent".

Payaca mark quote as sent

Click "Mark as sent without sending" to confirm.

Payaca mark proposal as sent

This will return you to the customer view.

Click to view your proposals:

Payaca view proposals

Click to view the proposal you were working on.

Payaca view proposal

Click "Mark as accepted" to mark the proposal as accepted.

Payaca mark proposal as accepted

Click "Back" to return to the customer view.

Payaca quote view

You will now be able to issue an invoice against the quote.

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