The Status defines the progress of the proposal. It could be in any of the four states described below based on the progress of the proposal.
- Draft: When Proposal/LOE is created and saved within FigsFlow but is not sent to the client yet.
- Live: When LOE has been sent to the prospect/client.
- Won: When LOE is signed by the signatories.
- Lost: When LOE is not signed within 30 days of generating the proposal.
The status of the proposal can be viewed in the ‘Status’ column of the Proposal Module.
