This reference covers the fields on an opportunity proposal. Labels and available templates depend on your account’s configuration. Variation proposals have a separate workflow.
Proposal details
Field | Meaning and behaviour |
Proposal number | The identifying number displayed below Edit Proposal. It is also used in the proposal list. |
Status | The proposal’s workflow state. Available choices depend on your permissions; see the status table below. |
Description | An optional summary of the proposal. This is separate from descriptions on individual line items. |
Expiry date | The date recorded as the proposal’s expiry. |
Sent date | The date recorded for sending the proposal. A recorded date is not evidence that Drum sent an email. |
Currency | The currency used for the proposal’s monetary values. Default uses the account’s default currency. |
Proposal Template | The template used for the proposal. Changing it on an ordinary opportunity proposal permanently replaces changes made to that proposal. The screen displays a warning before this choice. |
Project Template (optional) | A specific template for converting the proposal into a project. Use default templates uses the account’s default project templates. |
Tags | Labels attached to the proposal for organisation and filtering. |
Proposal statuses
Status | Meaning |
Draft | The proposal is being prepared. |
Awaiting Approval | The proposal is waiting for internal approval. |
Approved | The proposal has internal approval. This is distinct from client acceptance. |
Sent | The proposal is recorded as sent to the client. |
Accepted | The proposal is recorded as accepted by the client. The project conversion action becomes available when its other requirements are met. |
Declined | The client has declined the proposal. |
Cancelled | The proposal has been withdrawn or is no longer proceeding. |
Changing the status to Accepted does not automatically create a project. Conversion is a separate action. Status choices shown to a user depend on their permissions.
Tabs and related information
Area | Contents |
Proposal | The customer-facing stages and line items, including quantity, price, account and tax details. |
Project Budget | The internal deliverables, tasks, resource estimates, expense estimates and pricing associated with the proposal. |
Settings | Settings for the associated proposal budget. |
Associated Projects | Links to projects associated with the proposal, when present. |
Notes and Activity | Proposal notes and a history of recorded changes. |