Table of contents
1. Introduction
After sending a proposal using Cone’s proposal software, managing and tracking the proposal becomes crucial to understanding client engagement and moving the proposal to completion. Cone enables you to monitor proposal interactions and taking further actions based on the proposal's status
2. Proposal details
You can access proposal details by clicking on any sent proposal from the listing page. Listing can be found when you click Proposals on the left navigation bar
After a proposal is sent, detailed insights become accessible, offering valuable data on client interactions and proposal status
2.a Proposal interactions:
Navigate to the proposal listing page within Cone.
Select a sent proposal to view detailed analytics, including:
Web views: The number of times the proposal has been viewed by the client
Last viewed: The most recent timestamp when the proposal was viewed, offering insight into the client’s engagement level
2.b Proposal status:
Within the proposal details page, the current status (e.g., Draft, Sent, Won, Lost, Recalled, Ended, Expired) of the proposal is displayed prominently
Users can quickly ascertain where the proposal stands, enabling timely follow-up actions
2.c Signing status
The proposal's signing status is a critical component, providing clarity on the proposal's acceptance progress and facilitating further actions based on the document's current standing
Sent Proposals:
Link sharing: If the proposal hasn’t been signed yet, signing status will be shown as
Pending. You can access a shareable link dedicated to the proposal for the client. This link can be sent directly to the client, offering a convenient way to review and sign the proposal without navigating through emails or other communication mediums
Send via email: The ability to directly resend the proposal via email from Cone or utilize the client link for follow-up emphasizes proactive engagement, ensuring clients have easy access to the proposal for review and signing
Signed proposals:
Signing Details: Once a proposal is signed, Cone updates the signing status to reflect this significant milestone. Users can view critical signing information such as the signing date and the identity of the signatory
Document access: Post-signing, both parties receive a digitally signed PDF copy via email, serving as an official document for record-keeping and future reference. You can also access the pdf by clicking on
Client viewand clicking on view pdf at the top
3. Proposal statuses
The actions available in proposal details page vary by the proposal's status. Below is a breakdown of statuses and corresponding actions users can take
Proposal statuses:
Draft: Proposal is still being worked on and has not been sent
Sent: Proposal has been sent to the client but not yet accepted
Won: Client has accepted (signed) the proposal
Lost: Proposal has been marked as lost
Recalled: Proposal has been withdrawn for edits or cancellation
Ended: The engagement defined in the proposal has ended prematurely
Expired: Proposal was not accepted within the defined timeframe
4. Actions in different proposal stages
4.a Sent Stage Actions:
View and track engagement: Check how many times and when the proposal was last viewed
Client link access: Obtain a shareable link to the proposal, facilitating easy follow-up
Resend email: Directly resend the proposal via email from Cone to nudge the client
Manage proposal: Options include duplicating for a new client, marking as won or lost, previewing the proposal, recalling for edits, modifying reminder settings, and saving the proposal as a template for future use
4.b Won stage actions:
Duplication: Create a copy of the accepted proposal for similar future engagements
Preview: Review the finalized and accepted proposal
Mark as ended: Officially conclude the engagement, shifting the proposal to the “Ended” status
Template saving: Convert the successful proposal into a template, streamlining proposal creation for future projects with similar scopes or clients