How To View Status of Sent Proposals / Invoices

  • Click “Projects”
  • Click “Activity History” at the bottom of the page

Overview

So you’ve done the work creating your estimate – everything looks good, and you’ve emailed your proposal to your customer.

Now you’re wondering – did they receive my email?  Fortunately, Clear Estimates makes it easy to check the status of proposals and invoices you’ve sent to your customers.

To view the status of sent proposals / invoices, head to your Projects tab. Scroll down to the very bottom of this page.

Then, select “Activity History”. Here, you can check the status of sent proposals and invoices. If it says “Delivered“, you’re all set!

 

How To:

To view sent proposals and invoices, select your “Projects” tab:

 

 

Then, scroll to the very bottom of this page. Select the button that says “Activity History“:

 

This will open your Project Activity History window. From here, you can see a list of the proposals / invoices you have sent. You will also see the Date Sent, Subject title, and delivery status (“Last Event”):

 

If for any reason you see that a proposal or invoice has not sent successfully, you can always save your estimate as a .pdf file, and attach it to an email as you normally would.

To do this, head to your Projects page, and hover your mouse over “View Formal Report” on the right side of the page:

Then, save the .pdf to your computer, and attach it to an external email.

That’s it! Hope this helps!

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