Lifecycle · Article 2.4
Status: Viewed — your client has opened the link
The client clicked the email button, entered the PIN correctly, and saw the proposal. Status flips from `Sent` to `Viewed` automatically. From here, the next state is `Signed` (or `Declined`).
Where this fits in the lifecycle
Draft
Only you can see this. Edit anything.
Sent
Email landed in the client's inbox.
Viewed
Client opened the link — awaiting decision.
Signed
Legally binding. Audit trail captured.
Deposit paid
Money in escrow. You can start work.
In work
Project running. Final invoice ready when you're done.
Paid
Final invoice settled. Just one click left.
Completed
Closed. Archived. You did the thing.
The Viewed event is your "delivery confirmed" moment. It tells you the email was received, was openable, the PIN was correct, and a human (or someone with access to the inbox) actually saw the proposal. If a week passes after Viewed with no Signed, that's a meaningful gap — usually means the client is hesitating on something specific.
Step by step
Notice the badge change.
Dashboard moves the proposal from blue
Sentto indigoViewed.Check the Timeline.
A new event "Viewed at HH:MM UTC" appears with the IP address (useful if you ever need to dispute access).
Optional: send a polite follow-up.
If 48 hours pass without
Signed, a friendly nudge often unblocks. From/proposals/{id}→ Actions →Send follow-up. We pre-fill a polite check-in in the proposal's language; you can edit before sending.Watch for revisions.
If the client clicks
Request changeson the public page (rare but possible), you get an email with their note and the proposal returns to a draftable state.
Indigo Viewed badge, Timeline event with timestamp and IP. The proposal detail banner says "Viewed by client at HH:MM — awaiting signature". Documents dropdown unchanged.
Troubleshooting
Keep reading
Lifecycle
Status: Sent — the proposal is in your client's inbox
You've clicked `Send`. The PDF is rendered, the email is on its way, the proposal number is assigned, and the audit trail starts here. Now you wait — until the client opens it (`Viewed`) or signs (`Signed`).
Lifecycle
Status: Signed — legally binding, audit trail captured
The client clicked Sign. Clozo collects an eIDAS-compliant evidence stack, generates the signed Service Agreement PDF, fires confirmation emails to both parties, and queues the deposit invoice. The proposal is now a contract.
Lifecycle
Timeline events: every event type explained
The Timeline component on every proposal detail page records 21+ event types. This is the canonical list with descriptions and triggers, useful when auditing what happened on a proposal.