Understanding Proposal Statuses in Britixo CRM?

📘 Introduction:

Britixo automatically assigns a status to every proposal based on its current stage in the sales process. Understanding these statuses helps your team monitor performance, follow up effectively, and stay organised.

🧭 Proposal Statuses in Britixo

Each proposal has one of the following statuses:

📝 1. Draft

• The proposal has been created but not yet sent to the client.
  
  

• It can still be edited, updated, or deleted.
  
  

Best for internal reviews or proposals under preparation.

📤 2. Sent

• The proposal has been emailed to the client or manually marked as sent.
  
  

• The system now tracks client activity on this proposal.
  
  

This status confirms the proposal is officially shared.

👁️ 3. Viewed

• The client has opened the proposal using their unique link.
  
  

• Britixo records the exact timestamp of this action in the Activity Log.
  
  

Useful for timely follow-ups once you know the client has seen it.

✅ 4. Accepted

• The client has approved the proposal online (with or without digital signature).
  
  

• The proposal is locked for further edits.
  
  

You can now convert it into a project or invoice using the toolbar options.

❌ 5. Declined

• The client has formally rejected the proposal.
  
  

• You can still copy or clone it to revise and resend if needed.
  
  

Helps identify deals that need review or follow-up negotiations.

⏳ 6. Expired

• The proposal passed its Open Till (expiry) date without acceptance.
  
  

• The client can still view it but cannot accept or comment.
  
  

You can extend the expiry date or clone the proposal if you want to reactivate it.

🔄 How Proposal Statuses Are Updated

Most statuses are updated automatically:

• Sending the proposal changes it from Draft to Sent
  
  

• Client views change it to Viewed
  
  

• Online approval changes it to Accepted
  
  

You can also manually:

• Mark a proposal as Declined
  
  

• Extend expiry to change Expired back to Sent
  
  

✅ Tips:

• Use status filters to manage your pipeline from the Proposals List view
  
  

• Focus follow-ups on proposals marked as Viewed
  
  

• Consider adding expiry dates to reduce stagnant Sent proposals.