What happens after a proposal is approved?

Have more questions? Submit a request

An approved proposal is an approved order. Once the products are added to a proposal's pricing table, an order is drafted. The order remains in draft status and updates automatically to reflect any changes to products in the proposal right up to the moment it is approved by the recipient. Once approved, you have an approved order in hand, ready for you to bill and fulfill!

 

proposal email.png approve.png agree to purchase.png
Recipient receives proposal Views and approves proposal Agrees to purchase

Articles in this section

Was this article helpful?
1 out of 2 found this helpful
Share