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I have created and sent a proposal. Where do I check on quotation status?

You can check on the statuses of all proposals you have sent by locating the ‘In progress’ tab via the navigation bar on the left. You will be able to get an overview of all the proposals you have sent here. Click on any of the proposals listed to get a deeper view on statuses and quotes received. You can learn more via this video tutorial

You will also be notified via email and the ‘Outstanding Task’ widget on your dashboard should you receive a new quote. You can learn more about the ‘Outstanding Task’ widget here.

I was in the middle of creating a proposal and I lost connection. Do I have to recreate the entire proposal?

No. All proposals are automatically saved as a draft at a 5-seconds interval. You can access the proposal you were in the middle of creating via the ‘Draft’ tab located on the navigation bar on the left. You can learn more about this feature here.

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