Track proposal status and acceptance | Pixie CRM Help Centre Canonical: https://pixiecrm.com/help-centre/track-proposal-status-and-acceptance Publisher: Pixie Technologies LLC How-to guide Track proposal status and acceptance Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on. Follow this guide to review open, revised, accepted and declined activity and preserve acceptance information. Audience: Sales staff; Feature: Proposal; Permission-aware; Where to goProposal → Status / Activity Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account. What this guide helps you do Review open, revised, accepted and declined activity and preserve acceptance information. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation. Follow these steps - Start from Proposal → Status / Activity and open the relevant record or view. - Verify that the record is in the correct status and that you have permission to perform the action. - Check the related customer (https://pixiecrm.com/help-centre/topic/customer), dates, amounts, recipients and attachments before continuing. - Select the action described by “Track proposal status and acceptance” and complete the displayed options. - Preview client (https://pixiecrm.com/help-centre/topic/customer)-facing content or the resulting document where Pixie CRM provides a preview. - Verify the action and wait for the success message before leaving the page. - Check (https://pixiecrm.com/help-centre/topic/check) the activity timeline, status, email (https://pixiecrm.com/help-centre/topic/email) queue, gateway or generated record to verify the outcome. Settings to check Related lead (https://pixiecrm.com/help-centre/topic/lead) or customer (https://pixiecrm.com/help-centre/topic/customer)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. SubjectCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Open and expiry datesCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Currency (https://pixiecrm.com/help-centre/topic/currency) and totalCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Assigned staff (https://pixiecrm.com/help-centre/topic/provider)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Proposal content and termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Checks before you finish - Use a clear subject and outcome. - Check (https://pixiecrm.com/help-centre/topic/check) merge fields in the preview. - Preserve acceptance information after the client (https://pixiecrm.com/help-centre/topic/customer) acts. - Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff. - Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record. Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process. Browse connected topics:invoice (https://pixiecrm.com/help-centre/topic/invoice)payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)sales accounting (https://pixiecrm.com/help-centre/topic/sales)provider (https://pixiecrm.com/help-centre/topic/provider)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer)leads (https://pixiecrm.com/help-centre/topic/lead) Related guides Send and manage an estimate (https://pixiecrm.com/help-centre/send-and-manage-an-estimate)Use estimate pipeline view (https://pixiecrm.com/help-centre/use-estimate-pipeline-view)Convert a proposal to an estimate or invoice (https://pixiecrm.com/help-centre/convert-a-proposal-to-an-estimate-or-invoice)Receive and manage estimate requests (https://pixiecrm.com/help-centre/receive-and-manage-estimate-requests)Configure estimate request statuses (https://pixiecrm.com/help-centre/configure-estimate-request-statuses) Connected module guides Compliance proposal versions and signatures → (https://pixiecrm.com/help-centre/topic/full-compliance-applications-proposals-signatures)Resolve signature verification failure → (https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-verification-failed)