Proposals created in Sellizer can have several Statuses, depending on the recipient’s behavior and the type of proposal.
the label is the most important information, it shows whether the attachment has been opened.
Scheduled - the status of a proposal that has not been sent yet. It is displayed right after a proposal is created with immediate sending or when the send with delay option is selected.
Sent - the attachment has been sent but has not been opened
Opened - the attachment has been opened and statistics are available
Accepted - the recipient opened the proposal and accepted it using the Let the recipient accept the proposal widget
Draft - the proposal has not been sent, it has been saved as a draft for later editing
the clock icon color appears for a proposal that has been assigned a specific expiry date.
green - the proposal is valid
red - the proposal is no longer available
the link symbol appears when the proposal was created without sending an email
the envelope color shows whether the email with the proposal has been opened.
gray - the email has not been opened
green - the email has been opened
The User Dashboard contains a list of all your proposals. If you want to quickly find, for example, all sent proposals, simply click the button with the name of the category you are interested in.
The option to assign flags to proposals allows you to mark and divide them into Won, Lost and In progress. Thanks to these labels, you can organize your work more easily and manage your proposals more efficiently.
Every proposal that appears on your list will automatically be assigned the In progress flag. Next to each proposal there is a button that allows you to assign a status - click it to mark the proposal as won or lost.
Note: marking a proposal as Won or Lost will automatically stop the follow-up scenario.
You can find more information about follow-ups in this article.
For more information, please contact us via chat, email: [email protected], or the form.