How can the user view the proposal after it has been accepted by the client?

Overview


Once a client reviews and accepts a proposal, you (the user) don't need to go looking for it — you're notified right away, and the proposal automatically moves to the Accepted stage on your X-Doc dashboard, where you can open it anytime to view the details.


  • Navigate to the X-DOC dashboard.


  • On the X-DOC dashboard, proposals are organized by stages such as Draft, Sent, Viewed, Accepted, and Declined. Once the client accepts the proposal, its status will automatically move to the Accepted stage.


  • Click on the proposal to open it and view the full accepted document. On the right side of the proposal, you will see the Accepted status, confirming that the proposal has been accepted by the client.


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Updated on: 09/10/2026

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