Proposal Versions
How to manage revisions, statuses, and client delivery records.
Proposal Versions
Ghloria treats proposal revisions as versioned commercial records. This lets an agency keep the working draft separate from generated or sent versions, compare alternatives, and preserve delivery context.
Version list
The proposal detail page shows the draft version and generated versions. Each version has a version number, optional label, status, creation date, and delivery source.
Version Status Lifecycle
Proposal versions move through a defined set of statuses. Understanding when to apply each status keeps the commercial record accurate.
Draft → Open → Closed
→ Cancelled| Status | What it means | When to use it |
|---|---|---|
| Draft | The version is still being built | While the proposal is being edited or reviewed internally |
| Open | The version has been sent or shared with the client | After the proposal is delivered — by email or PPTX |
| Closed | The client has accepted this version | When the client confirms they want to proceed with this proposal |
| Cancelled | The version is no longer being pursued | When the client declines, the opportunity is lost, or a newer version replaces it |
Creating a new version vs editing the draft
If you need to revise a proposal the client has already seen, create a new version rather than editing the existing one. This preserves the original delivery record. Only edit the current draft when the client has not yet received that version.
Delivery sources indicate how the client received the proposal:
| Source | Meaning |
|---|---|
| Not sent | Version exists but has not been delivered to the client |
| Platform generated | Sent through Ghloria (email or PPTX generated in-platform) |
| External link | Shared via a link created outside the platform |
Editing and duplicating versions
Only editable versions can be changed. The interface indicates when a selected version is not editable and directs operators back to the draft when needed.
Operators can rename a version when the version is still modifiable. They can also duplicate a selected version to create a new draft alternative without rebuilding the proposal from zero.
Sending and status tracking
When a version is sent, Ghloria records the delivery source and related delivery details. Status changes can be applied from proposal and trip tables when a version is available, keeping commercial progress visible across the booking workflow.
Versioning principle
Use versions for client-facing commercial changes. Use the trip record for operational continuity after the client accepts a direction.