Skip to main content

Let me mark Proposals as Approved or Declined manually

Feature RequestsProject Management

For multiple reasons, some clients don’t click to Approve/Accept my handoff estimate. They may be having tech problems, they may have signed a docusign with me, we may have a handshake agreement, etc. Regardless, I just need to move their Sent Proposal to Approved. I can’t do that unless they click the button.

Let me mark Proposals as Approved manually. This lets me clean up my Sent status.

Posted by Justin Watkins ·
Status: Completed2 comments

Log in to comment and vote

Comments2

  • Justin Watkins changed status to Completed
    Team•

    Jun 19, 2025

    Pinned

    Hi all, small improvement, Handoff proposals can be marked as approved manually by you now. This is useful in situations where they accept your proposal verbally or by text/email but they never click it in the app. We are working to add back the decline button too. Thanks. -Justin with Handoff.

  • janela

    •

    May 16, 2025

    This user wants to have the option to manually approve/decline proposals from his end, as he usually sends them to his clients as hardcopies, given the nature of their area with no internet. This was a request he mentioned during our call.