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Proposal Management

Proposal management involves overseeing the process of creating, reviewing, and submitting proposals in response to requests for proposals.

Proposal Management List Page

Snip Proposal General & Co Google Chrome (6)

1. Add New

Β Using this β€œAdd New” button , you can create a proposal manually.For moreΒ  Β details Click here.

2. Follow Ups

Using the β€œFollow-up” button ,you can view follow-up history.

3. Filter

Using the “Filter” button, you can easily find a Proposals by searching for Specific terms ,dates, or stages and etc…

4. View

By clicking on this β€œview icon”, you can preview proposals or access detailed information about each proposal.

5.Download

Using the β€œDownload Icon” button, you can download the specific proposal in pdf format.

6. Three Dots Icon

Using the β€œThree Dots Icon”, you can edit or modify data. For more details click here.

1.1 Add New

Snip Add Proposal Sri Manu Mfg & Co Google Chrome (5)
  1. Using the β€œProposal Date” box enter the date of the proposal.
  2. Using the β€œDue Date” box enter the due date of the proposal.
  3. Using the β€œCurrency” box enter your country’s currency.
  4. Using the β€œAccept payments via” box , enter your bank details. For more details click here.
  5. Using the β€œDiscount Type” box enter Before Tax or After tax of the Item/product.
  6. Using the β€œExecutive” box enter the executive name.
  7. Using the β€œProposal” box you can create proposals for lead , deal and client.
  8. Using the β€œSelect” box you can select your lead ,deal and client.after selecting β€œTo Name” , β€œTo Email id” and β€œContact No” details fetch automatically.
    You can choose from predefined proposal templates in the “Template” field.( You can add content manually also. for more details click here.)
Snip Add Proposal Sri Manu Mfg & Co Google Chrome (2)

Continue Steps

  1. When creating a proposal, you have the option to include products by using the “Select Products” button. This allows you to add the desired products to your proposal. For more details Click here
  2. Using the β€œAdd Item” button , you can add products manually. After adding details just enter on “Create Proposal” button.

4.1 View Page

Snip View proposal General & Co Google Chrome (2)
  1. Using the β€œSend Mail” button, you can send an email to a specific lead,deal or client. For more details click here
  2. Using the β€œAdd Follow-Ups” button, you can add follow-ups to specific proposals.
  3. Using the β€œDownload” button, you can download the specific proposal details in pdf format.
  4. Using the β€œPrint” button, you can print the specific proposal details.
  5. Using the β€œEdit” button, you can edit the details of a specific proposal.
  6. Using the β€œUpload Files” button, you can add the documents, images, videos, or PDF files to a specific proposal.
  7. Using the β€œGo Back” button, You can navigate to the previous page.

6.1 Three Dots

Snip Proposal General & Co Google Chrome (3)
  1. Using the β€œAdd Update” button, you can add new updates or follow-ups to specific proposals.
  2. Using the β€œEdit” button, you can edit the details of a proposal.
  3. Using the β€œFollow-up History” button you can view follow-up history.
  4. Using this β€œDuplicate” button, you can make another copy of the proposal.
  5. Using the β€œConvert Invoice” button, you can generate an invoice for a specific lead , deal and client For more details click here
  6. Using the β€œConvert Proforma Invoice” button, you can generate a proforma invoice for a specific lead , deal and client For more details Click here
  7. Using the β€œSend By whatsapp” button, you can send an email to a specific lead, deal and client.
  8. Using the β€œSend By SMS” button, you can send an email to a specific lead, deal and client.
  9. Using the β€œTrash” button, you can delete a specific proposal.