---
title: "Manage proposals"
description: "Hubflo automatically links every proposal to the relevant contact, workspace, and project, so you can always find it from wherever you're working, without having to search."
url: https://support.hubflo.com/en/articles/15215865-manage-proposals
collection: "Proposals & contracts"
updated: 2026-09-24
language: en
alternates: [fr]
---

# Manage proposals

Hubflo automatically links every proposal to the relevant contact, workspace, and project, so you can always find it from wherever you're working, without having to search.

## Finding proposals

Hubflo automatically links every proposal to the relevant contact, workspace, and project, so you can always find it from wherever you're working, without having to search.

-   **Contact record** → open a contact → go to the **Billing** tab
    
-   **Client workspace** → open the workspace → go to the **Billing** tab
    
-   **Project** → open the project → go to the **Billing** tab
    

As long as the proposal is linked to a contact, Hubflo takes care of showing it in the right place.

## Actions you can take from the admin

From **Billing** → **Proposals**, you can:

## View & search all proposals

#### Use the tabs at the top to see by:

-   Draft
    
-   Issued
    
-   Accepted
    
-   Rejected
    

#### Use the filters to narrow by:

-   Date issued
    
-   Date accepted
    
-   Contact name
    

#### Sort by proposal status:

<table data-id="89d05735-f07f-448f-9109-70a11333cc2f" style="min-width: 50px;"><colgroup><col style="min-width: 25px;"><col style="min-width: 25px;"></colgroup><tbody><tr><td colspan="1" rowspan="1" style="background-color: #e3e7fa80;"><p data-id="91dee595-4948-43d6-885a-9a8821063e5c"><strong>Status</strong></p></td><td colspan="1" rowspan="1" style="background-color: #e3e7fa80;"><p data-id="6434347b-5d72-4837-ba08-ed23e16dab86"><strong>What it means</strong></p></td></tr><tr><td colspan="1" rowspan="1" style="background-color: #e8e8e880;"><p data-id="01fa7509-eaa3-4c0c-9d58-0598a44e2ec9">Draft</p></td><td colspan="1" rowspan="1"><p data-id="22be443f-86c6-4c62-99d4-adec880a1950">Created but not yet sent to the client.</p></td></tr><tr><td colspan="1" rowspan="1" style="background-color: #e8e8e880;"><p data-id="7ac2d67e-4423-4dad-a426-fc0ec652a3ce">Issued</p></td><td colspan="1" rowspan="1"><p data-id="0880ec82-3fa4-4aeb-aa4f-c1130fa1cef1">Sent to the client and awaiting a response.</p></td></tr><tr><td colspan="1" rowspan="1" style="background-color: #e8e8e880;"><p data-id="f9b9a98a-a1e1-48bf-abd6-2be3e15c8bf1">Accepted</p></td><td colspan="1" rowspan="1"><p data-id="487d0403-a589-42d8-b926-13e7f137117d">Client has accepted and/or signed. Draft invoices are generated automatically.</p></td></tr><tr><td colspan="1" rowspan="1" style="background-color: #e8e8e880;"><p data-id="240a301e-169c-4d47-b418-d1d2f057a996">Expired</p></td><td colspan="1" rowspan="1"><p data-id="caa934df-02bc-418d-b570-7d6895c30870">The proposal was not accepted before the expiration date. Expired proposals appear in the <strong>Rejected</strong> tab.</p></td></tr></tbody></table>

## Edit a proposal

Click the proposal title to open it, then click the **orange pencil icon** to edit. Make your changes, then click **Create the proposal** to confirm.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133130_9503.gif)

> **Error:** **Important:** The proposal's public link is temporarily disabled while you're editing, so the client won't be able to access it until you save.

## Set up reminders

For proposals that are still pending, you can turn on automated follow-up emails for clients:

1.  Open the proposal.
    
2.  Click **Manage Reminders** in the left sidebar.
    
3.  Toggle reminders on or off.
    

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133130_6707.gif)

> **Warning:** **Note:** Reminders are only sent for proposals that are still pending. No reminders are sent once a proposal is accepted or refused.

## See summary and timeline

When you open a proposal, you'll find a summary panel and a timeline on the side:

### Summary

-   Total (excluding tax)
    
-   Total costs
    
-   Margin (in dollars and as a percentage)
    
-   Time logged
    

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133130_4624.png)

### Timeline

A running log of the proposal's history, when it was created, issued, accepted, and any other status changes, each with a timestamp. Useful for tracking when a client received a proposal and when they responded.

## Take other actions

Click the three-dot menu next to any proposal to see available actions:

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_5734.png)