Viewing & Editing Submitted Proposals

Once a customer submits a proposal, it becomes known as a saved cart. You can see all saved carts by clicking on the “Carts” header in the top navigation bar.

To view a customer’s saved cart, click on the Cart ID button.

Once you’re inside of a saved cart, if you click on the “Checkout” button, you will generate a line item proposal. This proposal does not contain any highly sensitive information, so it can be shared with whomever simply by copying the URL. If you or your customer update their saved cart, this same proposal with the same URL will automatically update.

Back on the Carts page, you can update the status of any saved cart to keep your records up-to-date.

Generate a merchant report by clicking on the “Report” button. You can download this report and share it with any vendors you may partner with to get the supplies and equipment for your event. It can also help you in your production – easily identify what to prepare ahead of time and what to pack the day of. Learn more about Setting Up your Vendors.

Back on the Carts page, archive a saved cart by clicking on the red trash can icon. If you want to recover an archived saved cart, please contact E-Cinch customer support.

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