Current Proposals Outstanding widget

Current Proposals Outstanding dashboard widget is a tool to manage your active proposals.

Current Proposals Outstanding widget on Home screen

It shows counts of –

  • Outstanding Proposals
  • Proposals Created last 30 days and
  • Proposals Accepted last 30 days and
  • A table of ‘Follow Ups’ for current proposals

Clicking on the Outstanding Proposals number to go to Current Proposal Outstanding Details page.

Current Proposals Outstanding widget

Here, you get a list of all outstanding proposals, along with Job Description, Client Name, Fee Estimate and Follow Up Date.

You can also click through the proposal number (Job Code) itself to apply updates.

Current Proposal Outstanding Details page

Abtrac KB# 2162