Proposals Not Showing on Reports?

Make sure you click on the GREEN Finish button after emailing a proposal.

"I've sent this document, move it to active status and complete the process."

If you need to do this on proposals:

• Click on the filter for 'Draft' proposals in your ProposalPath account.

• Click the gear icon next to the individual proposal in your draft folder.

• Choose Edit from the dropdown.

• Click Finish in the workflow.

• Then click the green Finish button.

Repeat this process for any proposals you've already emailed to the client, but are still sitting in your Draft filter.