Managing Our Proposals

Flextribe is designed to support how consultancies manage and drive their sales processes. The Our Proposal section provides you with a structured, easy-to-navigate workflow to manage opportunities effectively.

📂 Overview of Our Proposal Tabs

In Our Proposal, you'll find four key tabs:

🟠 Pending Proposals

This is your active sales pipeline – all potential assignments your company is currently working on.

In Pending Proposals, you:

• Allocate resources

• Identify and submit the right consultant for each specific assignment

Important Rule:

• If no candidates have been added to a proposal, and the internal deadline has passed by 48 hours, the proposal will automatically move to Archived.

• If you have added or received candidates for a proposal and the deadline passes, the proposal stays in Pending Proposals.
  ➡️ You will need to manually move the candidates on the Kanban board to either:

  • Proposal Sent, or

  • Cancelled

  
  

📤 Proposal Sent

This tab shows all proposals where at least one candidate has been moved to the "Presented to Customer" stage.

• A proposal remains here until you update the candidate status to:

  • Won

  • Lost

  • Cancelled

📝 Draft

This tab includes all proposals that have been created but not completed through the full proposal flow.

• Use this area to finalize and complete your proposals before distribution.

🗂️ Archive

All completed proposals eventually end up here.

Proposals automatically moved to Archive include:

• Proposals with No Candidates

• Proposals marked Lost or Cancelled

Additionally:

• Won proposals move to Active Projects in the sidebar.

• Once the project reaches its end date, it will automatically transition to the Archive.

⚙️ Important Rules for Managing Proposals

✅ Pending Proposal:

• Automatically moved to Archived 48 hours after deadline if no candidates have been added.

✅ Pending Proposal with Candidates:

• Remains in Pending until a user manually updates the candidate stage (e.g., Proposal Sent, Cancelled).

✅ Proposal Sent:

• Triggered when one or more candidates are moved to "Presented to Customer" in the Kanban board.

• Remains here until candidates are moved to Won, Lost, or the proposal is Cancelled.

✅ Key Benefits of the Proposal Management Flow

• Clear visual overview of your sales pipeline

• Automatic archiving rules to keep your pipeline clean

• Full control over candidate and proposal statuses

• Easy transition from proposal to active project