How to Approve Per Line Item on Proposals

Approvals by line items is a feature on proposals that ensures your client is on board with your selected choices. Once you turn on this option in document settings, you or your client can approve or decline each line item, groups of line items, or all items at once.

Approvals per line items also work with scheduled payments — payments will automatically adjust based on the costs of the approved/declined items. 

How to Turn on Approvals Per Line Item

If you would like your client to have the ability to approve and/or reject certain line items in your proposal, you need to allow them to view this feature.

To start:

1. Open your proposal, and select the Preview button in the top right corner.

2. In the top left of your preview screen, there is a dropdown next to Customize What Your Client Can See. Select Approval from the dropdown, then make sure to check the box next to Approve Per Line Item. This will add a Status column into your document preview.

How Your Client Can Approve/Decline Line Items

Once you have set up approvals per line item in preview, your client will be able to view your proposal and approve or decline each item.

After you share your proposal, your client will use the checkmarks and x's to approve and decline each line item or a group of items. Your client can also approve, decline or reset all items.

If your client makes a mistake during the approval process, they can select the undo button to reset the line item or group. When they’re finished, they can click the Submit & Sign button in the top right.

Pro Tip: If you would like to see the client view of the approval/declining process before sending, click the Preview and Share button on your document and copy the shareable link. Then paste the link into your browser, and you’ll see the document as if you’re the client.

How You Can Approve/Decline Line Items

If you would like to approve/decline items on behalf of your client, you can do this directly in the Status column of your document. For pending items, just select the Pending status, and a dropdown will appear to allow you to change the status to Approved or Declined.

You can also approve/decline from the Actions dropdown. Select Approve Per Line Item from the menu.

This will take you to a screen where you can go through and approve or decline each line item, each group of line items, or all line items at once.

On the bottom of this screen, you can either click the Save button to save for now, or click the Save & Submit button to finalize the approvals, which locks the ability to approve/decline anymore on the document.