Acceptance is the client's decision on a sent proposal. Check the accepted version and any booking workflow it starts.
Why this matters
These documents move a client from an offer toward a confirmed event. A saved draft, sent proposal, accepted proposal, signed contract, and booked event each mean something different; check the actual status before the next step.
Before you start
Open the correct event and confirm its client, prices, dates, and booking requirements.
In Releventful
Open the event proposal and inspect its status and version.
If it shows Accepted, open the accepted proposal to confirm the items and date; if it shows Sent, wait for the client's decision.
Open the event timeline to see whether the acceptance workflow created the next contract, invoice or task.
How to make the most of this step
A proposal can be saved, sent, and accepted at different times. Open the event to confirm which version the client accepted. A workflow set to start on Proposal accepted does not start merely because the proposal was sent. Check the next contract, invoice, or booking action after acceptance.
A useful decision
Use the proposal version the client actually accepted when explaining their choice. Sending an offer and receiving acceptance are separate actions and may start different workflow steps.
Check the result
Open the event to confirm what was saved, sent, accepted, or signed. Follow up only after checking the actual status.
Important to know
Saving a document differs from sending it. Proposal acceptance, contract signing, payment, and the event's booking rule can each start a different next step.