What happens after a proposal is approved?

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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!


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Recipient receives proposal Views and approves proposal Agrees to purchase

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