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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.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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