Work with proposals list
This article covers how to search, filter, sort, and manage your proposals list. To perform actions on an individual proposal, refer to the corresponding article .
To view all proposals and engagement letters, go to Billing > Proposals & ELs from the left menu bar.
Note
The page is available to firm owners, admins, and team members with Manage proposals access right .Work with the list
The Proposals & ELs page lets you manage your proposals list by searching, filtering, sorting, and customizing the table to find the proposals you need.
Use the options below to get the most out of your proposals list.
Search proposals
To find specific proposals, type a keyword in the search field—a proposal name—then press Enter on your keyboard. Click X in the search field to clear it.
Filter proposals list
Filters help you find specific proposals and engagement letters within your proposals list based on certain criteria. For example, you can find all proposals with the particular creation date or all proposals pending client signature.
To filter your proposals list, click Filter at the top left and select the filter and value:
- is: returns proposals that match the selected value. With multiple values selected, returns proposals matching any of them.
- is not: returns proposals that do not match the selected value. If you select multiple values, only proposals that match none of them are shown.
Note
If a proposal contains multiple packages , filters check all of them—not just the one the client selected. For example, if you filter by Invoicing: One-time, a proposal will appear in the results even if the client chose a Recurring package, as long as at least one of its packages includes a one-time invoice.For a full list of available filters, see Available filters below.
Sort proposals list
Sort proposals by account, name or date. Click the up-down arrows next to the chosen column name to sort the list. The sorting option can also be applied after searching proposals.
Customize columns
You can customize your proposals list in various ways: resize, enable, disable, and move columns to your liking.
- Resize columns: Click and hold the divider between column names and resize it by moving your mouse.
- Choose which columns to display: Click the gear icon at the top right of the table.
Here, you can select the columns you want to be displayed and change their order. You can enable, disable, or move any columns you want, except for the Account and Name columns. After clicking Apply, the table will be rebuilt with the new settings. Click Reset to restore all columns.
For a full list of available columns, see Proposals list columns below.
Reference: Proposals list columns
| Column | Description |
|---|---|
| Name | Click on it to see the proposal |
| Status | If a proposal was saved without sending, the status is Draft. If all users haven’t signed, the status remains Pending. If all have signed, the status is Signed. Click the name of the signed proposal to see the signatures, the date and time stamp |
| Payment | The payment method selected for the proposal with the invoice. Can be either Card, Bank debit, or both |
| Auth | The payment authorization type selected for the proposal with the invoice. Can be Auto for automatic or Manual |
| Invoicing | Shows the invoice type sent with this proposal. Can be One-time, Recurring or empty, if there were no invoices. For a signed proposal without an invoice, click the Create invoice link to issue one |
| Date | The date and time the proposal was created or last updated. All changes are saved in real-time |
| Signed | The first figure shows the number of contacts linked to the account who have signed the proposal; the second, the total number of signatories required |
| Packages | The number of packages you offered the client to choose from |
| Chosen package | Which package the client selected |
| Proposal source | Shows whether a proposal was created automatically (via a job) or manually. If created by a job, you’ll see the link to the associated job. If created manually, this field will be blank |
| Deposit | Indicates whether a deposit was requested for this proposal and shows its amount |
Reference: Available filters
| Filter | What it returns |
|---|---|
| Team | Proposals for which specific team members are responsible |
| Status | Proposals by status: Signed (signed by all users), Partially signed (signed by at least one person), Pending (not signed), Draft (saved as a draft) |
| Services | Proposals with certain services |
| Payment authorization | Proposals with Automatic or Manual payment authorization |
| Amount | Proposals with the exact amount of invoices they include |
| Date created | Proposals created Today, Last week, Last month, Last quarter, Last year, or on any custom date |
| Date updated | Proposals updated Today, Last week, Last month, Last quarter, Last year, or on any custom date |
| Account tags | Proposals for accounts with specific tags |
| Account name | Proposals for a certain client account |
| Invoicing | Proposals by invoice type: One-time or Recurring |
| Deposit | Proposals by deposit status: Requested or Paid |
| Date signed | Proposals signed on a specific date or within a date range |
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