Proposal Status

Manually Mark a Proposal as Approved or Lost

Record a client's approval yourself, or note why a job was lost, so your records stay accurate.

Keep Your Proposal Status Accurate

Sometimes a client approves in person or over the phone, or a job falls through.

You can record both outcomes in QuickEstimate yourself.

Go to Estimates and click the eye icon on the row.

If the proposal has several packages, select the tab of the package the client chose, then click Accept Now.

Fill in Full Name, Approval Date and, optionally, Title / Role, Email and PO / Reference Number.

Draw, type or upload the client's signature, tick the confirmation box and click Confirm Approval. The proposal becomes Accepted and is locked.

On the Estimates list, open the three-dot menu and choose Cancel Proposal. Add an optional reason. The client can no longer sign it.

For Rejected, Expired or Cancelled proposals, choose Record Reason Lost in the same menu and enter a reason, such as "Went with another contractor".

Choose Archive to move a finished proposal out of the way while keeping it for your records.

Can I mark a proposal Rejected myself?

Only the client can reject. Use Cancel Proposal for jobs that won't go ahead, then Record Reason Lost.

Can I undo an approval?

No. Accepted proposals are locked. Duplicate the proposal if the job changes.

Track every outcome, won or lost.