The proposal status field is used to track each proposal.
Draft: When a proposal is first created, it is in Draft Status. Only proposals in Draft status can be edited.
Sent: When a proposal is Sent for signature or input, it is automatically changed to Sent Status.
Completed: When all parties have signed a proposal, it's status is changed to Completed.
Waiting for Payment: If a proposal has payment enabled, it's status will be changed to Waiting for Payment instead of Completed once all parties have signed and completed the proposal.
Paid: When the paying party has paid the amount requested for a proposal, it's status is changed to Paid.
Pending Approval: When a proposal triggers an approval rule and is sent for approval, it's status is changed to Pending Approval.
Approved: When a proposal has been approved by approvers specified in the approval rule, it's status is changed to Approved.
Rejected: When an approver has rejected a proposal, it's status is changed to Rejected.
Expired: When a proposal has not been completed before the expiration date, it's status is changed to Expired.
Voided: When a proposal has been manually Voided, it's status is changed to Voided.
You can manually change the status of proposals. This is useful is you have sent a proposal via pdf for manual signing rather than e-sign or you have received manual payment for a proposal rather than e-pay.
For proposals WITHOUT payment enabled:
You can change the status from Draft, Sent, Approved or Expired to Completed manually.
For proposals WITH payment enabled:
You can change status from Draft, Sent, Approved, Expired, Completed, or Waiting for Payment to Paid.
The proposal status can be manually changed only from the Proposal Overview:
