Skip to main content

Managing Proposals

The proposals list​

Go to Proposals to see all your proposals. You can:

  • Filter by status (draft, sent, accepted, declined, expired, cancelled)
  • Filter by source (inquiry, booking, client)
  • Search by title or client name
  • Sort by title, status, sent date, expiry date, or total amount

Proposal detail page​

Click any proposal to see the full picture:

  • Status and timeline (created, sent, accepted/declined/expired dates)
  • Delivery status for each component (contract, questionnaire, payment)
  • Line items with pricing breakdown
  • Links to the connected contract, invoice, questionnaire, booking, or inquiry
  • Next best action - CoreHue suggests what to do next based on the current status

What you can do​

Draft proposals​

  • Edit everything
  • Send to the client
  • Delete
  • Duplicate

Sent proposals​

  • Copy the public link
  • Resend by email
  • Send a reminder
  • Cancel the proposal
  • Duplicate to create a new draft

Accepted, declined, expired, or cancelled proposals​

  • View details and linked records
  • Duplicate to create a fresh draft with new terms

Duplicating​

Duplicating creates a new draft proposal with all the same line items, settings, and configuration. Great for revising a declined or expired offer, or creating similar proposals for different clients.

Cancelling​

Cancel a sent proposal if you need to pull the offer. The client's link stops working and the status changes to "cancelled." If you need to send a revised offer, duplicate it first.