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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