Proposal Versions
How proposal versions, statuses and locking keep every commercial revision on record.
Ghloria treats proposal revisions as versioned commercial records. The editable draft stays separate from the versions you generate and send, so you can compare alternatives and always know what the client actually received.
Draft And Generated Versions
Each proposal has one editable version, the draft, and any number of generated versions.
- You make changes in the draft. Saving updates the draft.
- Generate turns the draft into a new numbered version (v1, v2, v3…) that keeps what was sent.
- The Version information panel shows the current version, when it was last generated, and when the draft was last updated. Available versions lists every version with its label, status and creation date. A Website live badge marks the version currently shown on the proposal website.
If you select a generated version, Ghloria shows it read-only and points you back to the editable version to make changes.
Proposal Statuses
Every version has a commercial status:
| Status | Meaning |
|---|---|
| Request | The client asked for a proposal and it is being prepared. |
| Pending client decision | The proposal has been sent and the client is deciding. |
| Sold | The client accepted this version. |
| Lost | The client declined or chose another agency. |
| Annulled | The proposal is no longer being pursued, for example a cancelled request or a duplicate. |
Statuses move in a fixed order:
Request ──→ Pending client decision ──→ Sold
│ │ Lost
└──→ Annulled ←────┘- From Request, a version can move to Pending client decision or Annulled.
- From Pending client decision, it can move to Sold, Lost or Annulled.
- Sold, Lost and Annulled can only go back to Pending client decision. Reverting a sold or annulled version asks for confirmation, because it should only be used to correct mistakes.
Changing The Status
Change the status from the status badge in the proposal editor, or from the proposal and trip tables. When you change it from a table and the proposal has more than one version, Ghloria asks which version the new status applies to, for example which version the client bought.
Sold and lost versions are locked
A version marked Sold or Lost can't be edited. To change it, revert its status to Pending client decision first, or create a new version.
Managing Versions
- Rename: give a version a name, such as "Client walkthrough v3", so the team can tell alternatives apart.
- Internal note: add context for your team. Notes are never shown to the client.
- Duplicate: copy a version into a new draft to build an alternative without starting from zero.
- Delete: remove a version and its contents. The proposal and its other versions remain. This cannot be undone.
Versioning principle
If the client has already seen a version, create a new version instead of editing the old one. This keeps an exact record of what was sent. Use the trip record for operational continuity after the client accepts.