How to create/manage Proposals:

  • You can find Proposals on the left side of the page.
  • Alternatively, you can also find it under Finance.
  • To Create a proposal, click on the ‘+’ sign.
  • Fill in all the details and click on Save.
  • You can Mark a Proposal as Draft, Sent, Open ,Revised, Declined or Accepted as follows:
  • To Update or Edit the Proposal click on Edit and then Save.
  • You can Convert the Proposal into Invoice as follows:
  • You can Send, Download and Print the Proposal using the options as shown below:
  • You can Filter the Proposals by Relation Type, Status, Customer and Assigned.
  • You can create a Proposal for Lead or Customer using the toggle bar as shown:
  • Finally, to Delete the proposal use the Delete option as shown: