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"Search" Section
Updated this week

Search by: proposal title, or proposal recipient (first name, last name, email, company name), or booking number.

We sort your proposals based on their status already: 'Active', 'Accepted', 'Lost' and 'Drafts', but there are lots of other handy ways to search through your proposals.

Type at least 3 characters of your search term and you will begin to see the results.

As you can see, you can filter further under the Main Search:

By status: 'All', 'Active', 'Accepted' or 'Lost'.

By sender: via the dropdown where you see 'everyone'.

Multi property User

Be aware that if you have access to more than just 1 Account, you will have access to all your proposals from the "Search"button.

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