Just like your sales workflow, your sales documents have their own lifecycle around your customer. Proposify has a list of proposal statuses that help you see exactly where your document is in relation to the close.
We have two main kinds of document status: Active and Inactive.
Active documents are one that can still be edited by you and signed/accepted by your prospect, such as drafts, sent, viewed, and awaiting approval.
Inactive documents are ones that can no longer be edited and are considered “closed,” such as won, lost, or archived documents.
Active documents are documents still under negotiation. They count towards your active document limit, which varies depending on your plan. From start to finish, active documents travel through the following four stages:
Documents in the drafts stage include those you’ve created but have yet to send to your prospects. These are the fresh, brand-spanking-new documents that are just waiting to be sent out.
Once your document has been sent to your prospect via the send page, it automatically moves from Drafts to Sent. If your document is in the Sent stage, it means that it has been sent to your prospect, but the prospect hasn't seen it yet.
If one of your documents has been in the Sent stage for longer than you anticipated, you can send a gentle reminder to your prospect from the document's Proposal Snapshot page:
This feature will generate a reminder email using your email templates, giving your prospect a gentle nudge to check out your document.
Once your prospect has clicked on the document link, the document will automatically move from Sent to Viewed. You should now be able to look at the document’s prospect view metrics:
This feature allows you to see how many prospects viewed each of your document's sections and for how long. Click here for more information on metrics.
Documents in the Unsigned stage have been signed by your prospect, and are awaiting any pending signatures before moving to Won.
Note: In this stage, all document editing is locked to preserve the validity of the accepted terms. If you need to make edits, you can do so by clicking Make edits at the top right of the Proposal Snapshot page:
Inactive documents are considered Done, whether or not they have been Won or Lost. Both Won and Lost documents are treated the same: all edits are locked, preventing all users from making changes until the documents are restored to active status.
Note: Inactive documents don't count towards your active document limit.
Heads Up: If your document has been Won, restoring it will remove all of its signatures. Instead, first duplicate the won document and then archive the original for your records. Click here to learn how to archive documents.
To duplicate a document, click Duplicate at the top right of the Proposal Snapshot page:
Change Document Status
Sometimes, sending a document email to a prospect simply isn't an option. Maybe they’d rather receive a PDF file instead, or maybe they have specific submission guidelines. In cases like these, when you need to use an alternate delivery method, your document will remain in Draft status.
First, once in your Pipeline, open the Snapshot page by clicking the document you wish to adjust:
Then change the document’s status by clicking the Mark as dropdown menu at the top right of the Snapshot page and select an option:
This feature helps you manually set the document’s status in situations where delivery automation doesn't suit your prospect.
Heads Up: Changing your document’s status to Won or Lost will lock it, preventing you from making changes until it’s restored to Draft status.