🎉 Huge congratulations.. you have just won a new client!

So what happens next?

Upon signature, the new client is sent a PDF copy of the Proposal (along with the Engagement Letter where applicable)

The proposal has a status of WON in the system - it won’t change to ACTIVE until the start date of the proposal.

The proposal start date is still “provisional” at this point. You’ll need to go in a confirm the start date which can be actioned from the list of proposals on the “Home” screen and clicking on the clock icon:

Alternatively you can do this from within the proposal details screen, under the “Dates” section:

This date effectively locks in the proposal and allows it to become “active” when it reaches the start date.