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Exploring if a proposal can be marked as declined
Exploring if a proposal can be marked as declined

Learn how to identify the status of a proposal and if it can be manually updated.

Updated over 5 months ago

On Bonsai, a proposal's status is automatically updated. As such, there isn't a method to manually mark a proposal as declined.

However, you can manually mark a proposal as accepted. To learn more about this process, take a look at our article titled Can I mark my proposal as 'accepted' for my client?

Proposal statuses

To identify the status of a proposal, head over to your Proposals page by selecting Client Management > Proposals in the navigation bar.

Hover over the circular indicator to the left of the proposal entry to view its status.

  • Light grey - Drafted

  • Dark grey - Sent

  • Orange - Declined

  • Green - Accepted

If you require additional support, get in touch with Bonsai's Support team at support@hellobonsai.com.

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