How to manually update stages of your Superproposal document?
Please follow the steps, to manually update the stages of your Superproposal document.
On the Superproposal document, you can move your Superproposal document from one stage to other stages by dragging it.
While moving the document to Sent, Viewed, Accepted and Declined stages, you will receive a notification that ' You are moving your document to stage. You cannot undo this action action'. Click on the 'Yes, I am sure' option.
When you are moving your document to Sent, Viewed, Accepted, and Declined stage, it will move to that section and the client will not receive any mail regarding the same.
You can move your Superproposal document to the draft stage from the Sent and Viewed stage.
While moving your document from Sent and Viewed stage to the Draft stage, you will receive a notification that 'This contract will be made void and your clients will be informed about the same. Further, it will be moved back to the draft stage where you will get back the editing rights.' Click on the 'Move to Draft' option.
You can not move your Superproposal document from the Accepted to the Draft stage.
If you are trying to move your document from the Accepted to the Draft stage, you will receive a notification that 'You cannot move an already accepted document to another stage. If you want to reuse this document, please make a copy.'
You can move your Superproposal document from Declined to the Draft stage.
While moving your document from Sent and Viewed stage to the Draft stage, you will receive a notification that 'This document will be moved back under draft where you will get back the editing rights.' Click on the 'Move to Draft' option.
On the Superproposal document, you can move your Superproposal document from one stage to other stages by dragging it.
While moving the document to Sent, Viewed, Accepted and Declined stages, you will receive a notification that ' You are moving your document to stage. You cannot undo this action action'. Click on the 'Yes, I am sure' option.
When you are moving your document to Sent, Viewed, Accepted, and Declined stage, it will move to that section and the client will not receive any mail regarding the same.
You can move your Superproposal document to the draft stage from the Sent and Viewed stage.
While moving your document from Sent and Viewed stage to the Draft stage, you will receive a notification that 'This contract will be made void and your clients will be informed about the same. Further, it will be moved back to the draft stage where you will get back the editing rights.' Click on the 'Move to Draft' option.
You can not move your Superproposal document from the Accepted to the Draft stage.
If you are trying to move your document from the Accepted to the Draft stage, you will receive a notification that 'You cannot move an already accepted document to another stage. If you want to reuse this document, please make a copy.'
You can move your Superproposal document from Declined to the Draft stage.
While moving your document from Sent and Viewed stage to the Draft stage, you will receive a notification that 'This document will be moved back under draft where you will get back the editing rights.' Click on the 'Move to Draft' option.
Updated on: 26/07/2024
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