[{"data":1,"prerenderedAt":483},["ShallowReactive",2],{"doc:\u002Fv\u002F2026.3\u002Ffinance\u002Ftrack-acceptance-and-convert-a-proposal":3},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"section":10,"version":11,"lastUpdated":12,"body":13,"_type":477,"_id":478,"_source":479,"_file":480,"_stem":481,"_extension":482},"\u002Fv\u002F2026.3\u002Ffinance\u002Ftrack-acceptance-and-convert-a-proposal","finance",false,"","Track acceptance and convert a proposal","Follow views, questions, and follow-ups on a sent proposal, understand how clients accept or decline, record outcomes that happened elsewhere, and convert to an invoice.","Revenue","2026.3","2026-09-07",{"type":14,"children":15,"toc":467},"root",[16,24,31,36,92,97,103,136,141,188,193,198,204,209,242,254,260,265,295,301,340,361,367,411,417],{"type":17,"tag":18,"props":19,"children":20},"element","p",{},[21],{"type":22,"value":23},"text","Once a proposal is sent, its content is locked and Workspace369 starts tracking what the client does with it. This guide covers the client side of the link, the activity you can see, and the actions that follow: accept, decline, revise, and convert.",{"type":17,"tag":25,"props":26,"children":28},"h2",{"id":27},"what-the-client-sees",[29],{"type":22,"value":30},"What the client sees",{"type":17,"tag":18,"props":32,"children":33},{},[34],{"type":22,"value":35},"The public link opens a page with the cover, your business and theirs, the line items, any text, timeline, image, and terms blocks, and the total. Optional add-ons appear with checkboxes, and the total updates as the client selects them.",{"type":17,"tag":37,"props":38,"children":39},"ul",{},[40,52,62,72,82],{"type":17,"tag":41,"props":42,"children":43},"li",{},[44,50],{"type":17,"tag":45,"props":46,"children":47},"strong",{},[48],{"type":22,"value":49},"Accept.",{"type":22,"value":51}," The client chooses to accept and confirms the amount. When a signature is required they draw one, or switch to typing it. Otherwise they type their full name. The page notes that accepting notifies your workspace and cannot be undone.",{"type":17,"tag":41,"props":53,"children":54},{},[55,60],{"type":17,"tag":45,"props":56,"children":57},{},[58],{"type":22,"value":59},"Deposit.",{"type":22,"value":61}," When a deposit is required, the page shows the amount and the client continues to Stripe Checkout. The proposal is accepted once the payment completes.",{"type":17,"tag":41,"props":63,"children":64},{},[65,70],{"type":17,"tag":45,"props":66,"children":67},{},[68],{"type":22,"value":69},"Decline.",{"type":22,"value":71}," The client can decline with an optional reason.",{"type":17,"tag":41,"props":73,"children":74},{},[75,80],{"type":17,"tag":45,"props":76,"children":77},{},[78],{"type":22,"value":79},"Ask a question.",{"type":22,"value":81}," The client can send a question from the page. It appears in the proposal's activity, and your reply appears in a conversation thread on the same page.",{"type":17,"tag":41,"props":83,"children":84},{},[85,90],{"type":17,"tag":45,"props":86,"children":87},{},[88],{"type":22,"value":89},"Expiry.",{"type":22,"value":91}," After the valid-until date the page shows that the proposal has expired and offers a way to request a new one. Accepting is no longer possible.",{"type":17,"tag":18,"props":93,"children":94},{},[95],{"type":22,"value":96},"Opening the page counts as a view. The first view triggers a workspace notification, and each later view increases the count.",{"type":17,"tag":25,"props":98,"children":100},{"id":99},"follow-the-activity",[101],{"type":22,"value":102},"Follow the activity",{"type":17,"tag":18,"props":104,"children":105},{},[106,108,113,115,120,122,127,129,134],{"type":22,"value":107},"On the proposal card, chips show ",{"type":17,"tag":45,"props":109,"children":110},{},[111],{"type":22,"value":112},"Sent",{"type":22,"value":114},", ",{"type":17,"tag":45,"props":116,"children":117},{},[118],{"type":22,"value":119},"Viewed",{"type":22,"value":121}," with the count, ",{"type":17,"tag":45,"props":123,"children":124},{},[125],{"type":22,"value":126},"Accepted",{"type":22,"value":128}," with the name, or ",{"type":17,"tag":45,"props":130,"children":131},{},[132],{"type":22,"value":133},"Declined",{"type":22,"value":135},". 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