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On this page
  • Proposal statuses on Ensis
  • Track proposal status on the My Proposals page
  • Change the status of your proposal
  1. Product Guides
  2. Proposal Management
  3. Management After Setup

Tracking Proposal Status

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Last updated 3 months ago

Proposal statuses on Ensis

On the My Proposals page, you can view the status of each proposal and sort the list by status for easier tracking.

Proposal Status
Meaning

🟡 Initializing

Initial creation phase prior to processing

🟠 Setup

Requirements extracted for review; structure the proposal

🔴 Authoring

Draft and refine proposal content with AI

🟣 In Review

Proposal is under review; locked for editing

🔵 Finalizing

Proposal is being finalized for submission; locked for editing

🟢 Done

Proposal has been submitted; locked for editing

You can transition between Authoring, In Review, Finalizing, and Done as needed. For example, marking a proposal as Done does not prevent you from reverting it to Authoring to make changes. These statuses are designed to help you track proposals throughout your workflow, not restrict your progress.

Track proposal status on the My Proposals page

On the My Proposals page, you can view the status of each proposal and sort the list by status for easier tracking.

Change the status of your proposal

From the My Proposals page, click into your proposal. To change its status, click the status in the top-right corner and select your desired option.

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