Proposals
A proposal expired unpaid
What you receive when a client accepts but never completes payment, listing every document cancelled with it.
To
The person who owns the deal
Whoever the deal belongs to: the person who sent it, else who created it, else the owner.
About Your client
Posted when
When an accepted proposal is never paid
An accepted proposal passes its expiry date without payment ever completing.
This is not an unanswered proposal. The client accepted and then never paid, so the email opens with exactly that, states that nothing was collected, and lists what was cancelled alongside it: the invoice, the proforma, the billing schedule. A proposal that raised no documents sends the same notice without the cancellation panel, rather than printing an empty section.
Enclosed
- That it was accepted, then abandoned at payment
- An explicit 'nothing was collected'
- Every document cancelled with it, named
- Customer, value, accepted date and expiry date
Previewed with demonstration data, under the identity of an organization using its own branding.
Explore Proposals