How do I manage a proposal after I've sent it?
Once you've created a proposal, you can track its progress and manage it throughout its lifecycle without rebuilding it. From your proposals list or an individual proposal, you can view its status, make updates, send reminders, or archive completed work.
You can also quickly find any proposal using the search bar at the top of your dashboard.
Proposal statuses
Every proposal displays a status so you always know where it stands.
- Draft — You're still building the proposal. Your client can't see it yet.
- Sent — The proposal has been sent and is waiting for your client's response.
- Accepted — Your client signed and paid. The proposal is finalized and locked.
- Expired — The proposal reached its expiration date before your client responded.
- Canceled — You canceled the proposal. (Previously called Voided.)
- Lost — The opportunity didn't move forward. Lost proposals are moved to their own tab so your active pipeline stays accurate.
- Archived — Stores completed or older proposals you no longer need in your active list. Archived proposals appear in their own tab.
Note: Customers who open a link to a canceled, lost, or archived proposal will simply see that the proposal has been canceled.
Actions you can take
Open any proposal (or use the menu from the proposals list) to access available actions.
Send a reminder
Send a reminder email to a client who hasn't responded yet.
Copy link
Copy the proposal link to resend it through your preferred communication channel.
Edit
Update a proposal while it's still active. You can edit a proposal until it's accepted, declined, canceled, lost, or archived.
If your client already has the proposal open when you save changes, they'll be prompted to refresh before they can accept the updated version.
Duplicate
Create a new draft by copying an existing proposal. This is useful when sending a similar proposal to another client or for another project.
Cancel
Cancel a proposal you no longer want to keep active. Canceling is permanent and cannot be undone.
Automatic reminders
If you've set an expiration date, Titus automatically reminds your client before the proposal expires. You can also send additional reminders manually at any time.
Activity history
Every proposal includes an activity timeline showing important events, including when it was:
- Created
- Sent
- Viewed
- Signed
- Paid
This history makes it easy to verify exactly what happened and when.
Additional notes
- Saving a signed proposal without making any actual changes no longer removes your customer's signature.
- If a draft proposal is canceled, its linked draft invoice is also removed. The canceled proposal itself remains in your proposals list as a record.
FAQ
My client says the proposal looks out of date.
If you edited the proposal after your client opened it, they're viewing an older version. They'll be prompted to refresh before they can accept the proposal so they're always signing the latest version.
Can I reopen a canceled proposal?
No. Canceling is permanent. If you need to reuse it, duplicate the proposal to create a new draft.
What happens to the invoice if I cancel a proposal?
If the proposal was still in Draft, its linked draft invoice is also removed. The proposal itself remains in your history.
Can I edit a proposal after it's accepted?
No. Once a proposal is accepted, it's locked as the final agreed-upon version, and a signed PDF is saved.
Need help? Contact our support team at support@gotitus.com.