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Proposals: How to Create and Manage Proposals
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⤑ Knowledge Base ⤑
Sales Management
Proposals: How to Create and Manage Proposals
The following Steps describes you how to create, manage and print Proposals.
Go to the Sales Part of Billing.
Clicking on Proposals leads you to new page as shown in figure.
Here, the list of existing Proposals can be found.
One can search Proposals according to Source within the selected time period.
To create new Proposals, click on button.
It leads you to new page as shown in figure below.
In this page, click on select items to select items and to add more items on list click on button.
To delete items from list, click on button.
After filling every required input field and adding items.
Save Proposals by clicking on else Close.
Clients can be created directly on Proposals page by clicking on as shown below.
Fill up every required input fields and then click on to create else Cancel.
To create new Items within the Proposals page, click on button, which leads you to new page as shown.
Fill up every required input fields i.e. (*)
And give notes, product summary and product details by clicking on those textboxes.
Tick all the requirements like taxable, trackable and so on.
One must tick the enabled.
After filling, click on to create else Cancel.
Same goes to Lead.
Action can be used to edit, delete, and Duplicate Respectively.
List of Proposals can be filtered out by selecting time periods and source.
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