Do Proposals Auto Complete When It's Passed Its Engagement Period?
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Generally, if you want to change an active proposal status from Active โ†’ Complete, you will need to do so manually by clicking the Actions button and selecting "Complete".

However, there are some instances where a proposal will be automatically marked as Complete.

Ignition will automatically mark a proposal as complete if:

  • Continuous Recurring Billing has been turned OFF on the proposal

  • All the services on the proposal have been invoiced and there are no remaining items to bill

  • The end date has passed (only applies if a proposal has recurring services)

If you would like further information, please reach out to your Customer Success Manager or Account Manager.

Alternatively, contact us at help@ignitionapp.com or start a conversation by using the live chat widget in the bottom right-hand corner of this page!

Did this answer your question?