Articles on: Sprwt Supprt
How does the customer find all their proposals?
When logged in, customers open /proposals on your website. The page shows a pipeline (All Events, Proposal Received, Proposal Signed, Proposal Paid, Past Due, Completed, Rejected) with counts, filters for Event Date From / To and Type Of Event, and a table of their proposals (Proposal ID, name, delivery date, event time, type of event, number of guests, totals, status, checkout ID, creation date). Clicking a row opens the proposal. Proposals in New or Archived status are never listed; if a customer has no other proposals the page redirects to the home page.
Where to find it:
/proposals