Troubleshooting & Reference · Article 7.13
"My client declined the proposal — what now?"
A declined proposal isn't dead — you can negotiate, revise, and re-issue. Clozo doesn't auto-resurrect; you create a fresh proposal (or duplicate the old one) once you've agreed new terms.
A declined proposal usually means a misalignment on price, scope, or timing. Clozo gives you the original artefact for your records and a one-click duplicate to start a fresh negotiation.
Step by step
Read the decline reason.
Check the email and the Timeline event for the client's note.
Decide on next steps.
Negotiate via your normal channel (email, call) and agree new terms.
Duplicate as draft.
From the declined proposal → Actions →
Duplicate as draft.Edit the new draft
with the agreed terms.
Send fresh.
Same client, fresh PIN, fresh proposal number.
Why this works this way
When the client clicks Decline on the public proposal page, three things happen:
1. Proposal status flips to Declined. Terminal — can't transition back.
2. A Timeline event records the decline with timestamp and (if provided) the client's freeform reason.
3. An email fires to you (send_proposal_declined_email at tasks.py L1562) with the decline details.
The proposal PDF stays in R2; the audit trail stays in the database. For tax purposes, declined proposals don't generate any invoice, so there's no VAT or accounting impact.
Troubleshooting
Keep reading
Lifecycle
Status: Declined — the client said no
The client clicked `Decline` on the public page, optionally wrote a reason. Status moves to `Declined`. No invoice is issued, no money changes hands, and the proposal is over.
Quick Start
Send your first proposal
From an empty `New proposal` form to a green `Sent` badge on your dashboard, in under 10 minutes.