Guide
Accept or decline a proposal
Open the proposal under Proposals and choose Accept proposal. Acceptance binds your organization and applies to the version you see. Users with the Administrator or Billing role can accept. There is no button to decline. If you do not want to go ahead, simply do not accept, and no chargeable work starts.
Accept a proposal
Open Proposals and choose the proposal under To review.
Read what is included, the assumptions and the total.
Choose Accept proposal.
The confirmation “Accepted. Thank you, we will begin shortly.” appears and the proposal moves to Accepted.
Once the proposal is accepted, STRIA plans the work. The case shows Scheduled when the work is planned and In progress once it has started. You follow it under Requests and Projects.
Who may accept?
Users with the Administrator or Billing role can accept proposals. Members can read a proposal but not accept it. The person accepting must be authorized to bind the organization, and an acceptance made from an authorized account is binding on you.
If you do not want to go ahead
There is no button to decline a proposal in the workspace. If you do not want to go ahead, simply do not accept it. No chargeable work starts without acceptance. You are welcome to write in the request's conversation how you want to proceed, so STRIA knows.
If the proposal cannot be accepted
| The message you see | What to do |
|---|---|
| You do not have permission to do this. | Your account has the Member role. Ask an administrator or someone with the Billing role to accept. |
| This proposal has changed. Please review the current version. | STRIA has sent a new version. Reload the page and read the current version before you accept. |
| The General Terms have been updated. An administrator needs to accept the new version under Organization before new proposals can be accepted. | An administrator accepts the new terms under Organization. After that the proposal can be accepted. |
This article is guidance. The General Terms and your agreement take precedence over it. General Terms