Tracking Proposal Responses
Monitoring sent, viewed, accepted, and declined proposals.
Once a proposal is out, the Proposals page is where you watch for an answer.
The five statuses
| Status | What it means |
|---|---|
| Draft | Built, not sent |
| Sent | Delivered, not opened |
| Viewed | They have opened it |
| Accepted | They signed |
| Declined | They said no |
Viewed is the one to watch. It is the difference between a couple who has not seen your price and one who has seen it and is thinking — and those need completely different follow-ups.
Expiry is separate
A proposal past its date is shown as expired, but expired is not one of the five statuses — it is a property of the date, displayed alongside whatever status the proposal holds. A proposal that expires while it sits at Sent is still, underneath, a sent proposal.
You can push the date out from the proposal itself: Quick Extend moves it by a set amount, or Choose Date sets one.
The page
Four cards: Total Proposals, Accepted with its value, Sent awaiting response, and Total Value.
The table shows Client Name, Status, Days Since Sent, Expiration, Total Amount and Client Signed. Days Since Sent is the column to sort by when you are deciding who to chase.
Each row offers View Public Proposal, Copy Public Link and Follow Up.
Chasing one
Follow Up opens a message with two modes:
- Re-send Proposal — the proposal again, for a couple who lost the email
- Send Reminder — a nudge about the proposal already sent
Both are written for you and editable before sending.
Reminders are not automatic. Nothing chases a couple on your behalf: no reminder goes out unless somebody presses the button. If a proposal has been sitting at Sent for a week, that is a week of silence, and the only thing that breaks it is you.
When they accept
The status moves to Accepted, their signature is stored, and the lead can move to Booked — which creates the wedding. See converting leads to weddings.
When they decline
The status moves to Declined and nothing else changes. The lead stays where it is, so you can revise and send again, or mark the lead lost with a reason.
A decline is worth a phone call before it is worth a new proposal. The reason is rarely the number on the page.
Practical use
- Sort by Days Since Sent every Monday. It is the single most useful view of the page.
- Chase at Viewed, not at Sent. Someone who has opened it twice is deciding.
- Set expiry dates you will honor, and extend them deliberately rather than letting them lapse.
- Do not send competing proposals. Put the options inside one proposal as packages and add-ons.
Frequently Asked Questions
Will CeremonySync remind them for me? No. Reminders are sent by hand from Follow Up.
Does a proposal change status when it expires? No. Expiry shows alongside the status; the status itself does not move.
What happens if I re-send? They get the proposal again at the same link. They will need the PIN.
Can I see whether they opened it? Yes — the status moves to Viewed.
Keep reading
Still stuck? A person reads every email.
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