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. Only people with Quote Approvals on their account role can set it. |
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. Only people with Quote Acceptance on their account role can set it. |
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Cancelled | The proposal has been withdrawn or is no longer proceeding.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.
Approved only appears in the Status list if your account role has Quote Approvals, and Accepted only appears if it has Quote Acceptance. The two are separate, so one person can approve a proposal internally and someone else can record the client's acceptance. Quote Approvals doesn't include acceptance. Account admins can do both.
If a proposal is already Approved or Accepted, anyone who can edit it still sees that status in the list, so it stays put when they save other changes. Without the matching permission, they still can't set either status on a proposal that doesn't already have it.
Both permission names use your account's name for quotes, so they might read Proposal Approvals and Proposal Acceptance.
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. |
Copying a proposal
On an opportunity proposal (not a variation), use the Copy control in the proposal sidebar to create another proposal on the same opportunity.
The copy always starts as Draft, whatever status the original had (Sent, Accepted, Declined, Cancelled, Awaiting Approval, and so on). The one exception: if the original is Approved and you have permission to approve proposals, the copy stays Approved.
The copy keeps the stages, line items and linked proposal budget. It does not keep the sent date, recipients, expiry date, converted project, or links to outside systems. Sent versions and the client’s answer stay on the original.
When the original is Accepted, Declined or Cancelled, Drum asks you to confirm before copying. The confirmation explains that the copy is a new draft and that the original keeps its sent history and client answer.