Reject a Proposal

Rejecting a quotation may be necessary if the proposed terms, pricing, or scope of work outlined in the quotation are not suitable or aligned with the user's requirements. This feature ensures clear communication and helps users maintain control over their business agreements and commitments.

Pre-condition to Use the Feature:

  • Users must have an active account on AgencyHandy and be logged in.

  • Users must be Super Admin/ Admin/ PM to create and manage proposals.

Steps to Use:

  • Log in to AgencyHandy: Access your AgencyHandy account using your credentials.

  • Navigate to Proposals: Locate the "Proposals" section in the dashboard menu. Click it and go to the "Received" section.

  • Select Proposal to Reject: Choose the specific proposal you want to reject from the list of received proposals.

  • Review Proposal Details: Review the contents of the proposal to ensure alignment with your expectations and requirements.

  • Confirm Acceptance: Confirm your decision to reject the proposal. Click the Reject button.

Important Notes:

  • When a proposal is rejected, the proposal sender will get a notification along with the reason for rejection.

  • Rejected proposals can't be re-sent. For that, both party needs to create a new proposal and send it again.

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