How can I change the status of a proposal?
From the proposal management, click on a proposal. You are now in the details screen of the proposal. Here you have the option to change the status via the select menu.
When you are logged in Offorte and you view a proposal in the preview, there is no possibility to approve your proposal. The system then recognizes you as an Offorte user and not as a customer. The proposal display agreement function is intended for customers.
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