You can view and manage your Proposals and Cards, regardless of status, on the Activity page.

Select a Property

If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.

Select Activity

To view your existing Proposal and Card, select Activity from the top navigation bar.

What You Can Do in Activity

• View important details of multiple existing Proposal and Card in a grid format, including:
  • From: The sender of the Proposal/Card.
  • To: The recipient of the Proposal/Card.
  • Views: The number of times the Proposal/Card has been viewed.
  • Sending Status: An indication of where the Proposal/Card is in the process.
  • Sent On: The date of the first time the Proposal/Card was sent to the client.
  • Event Date: Either the arrival date or the first day of Room Block or Meeting Space usage, whichever comes first.
  • Expiration Date: The date as of which the Proposal will no longer be viewable. The Expiration Date must occur before the Event Date.
  • Created On: The date that the Proposal/Card was created.
• Search: Use to locate a particular Proposal/Card.
• Preview: See exactly how your client will see a Proposal/Card.
• Get Link: Copy and paste a Proposal URL to use in your own email. (Available when the Proposals has been sent.)
• Resend: Send a Proposal/Card again to the same client through the system. (Available when the Proposals has been sent.)
• Clone: Create an exact copy of a Proposal/Card to use as the basis for a revised Proposal/Card, or, for a different client. (Not available for sent Proposals containing a Contract.)
• Edit: Make changes to a Proposal that has been sent and contains a Contract. You can then resend the revised Proposal to the same client.
• Status: Assign a status to Proposal/Card to help you organize and locate them later.
• Download PDF: Download a copy of your Proposal in PDF format.
• Contract: Open the Contract associated with the Proposal. (Available when Proposals is configured with Contracts.)

• Proposals Activity - statuses
• Proposals Activity - change an expiration date
• Proposals Activity - search within the activity log
• Proposals Activity - view a specific category in the activity log
• Proposals Activity - sort the activity log
• Proposals Activity - preview your Proposal or Card
• Proposals Activity - how to link a copy of the Proposal
• Proposals Activity - Clone
• Proposals Activity - Download PDF
• Proposals Activity - navigating resends