Proposals are an essential part of the sales process. You can create a new proposal either from the top navigation Add new menu or from the Sales tab. A proposal can be created from scratch, from a proposal template or by copying an existing proposal.
Start by selecting a Customer. You can choose an existing customer or type a new name into the field. In the same way you can link a project to the proposal. If you have created proposal templates in Settings, you can select them in this view. The proposal name is by default Proposal and the date is the date created, but both can be edited before sending.
Select a contact person, address, language and formatting settings for your proposal, as these affect the proposal PDF. The price list is primarily determined by the project project financials section. If the sales case is created from the proposal, the customer specific or default price list from Settings is used. The price list can be changed on the Pricing tab.
You can select whether VAT, total sum or billing details fetched from the project settings are shown on the proposal, such as: Our reference, Your reference, Order number, Billing contact, Payment terms and Invoice notes.
Add rows and subtotals from Add new work type, fee or subtotal. The menu contains work types defined in Settings and products from the product registry. You can also add fees without product allocation by selecting Add without product allocation "...". On the rows you can edit the description, quantities and prices.
Subtotals are automatically calculated from the rows placed under them. You can hide or remove rows from the Total price field options or by hovering the mouse over the row. Proposal value is automatically linked to the sales case value. If there are several proposals, the project value must be updated manually after the first won proposal.
You can create a report of your proposals by going to Reports > Report creation > Sales > Proposals from the left side navigation. Filter the report with the information you want from the right side of the report under Filters and select the desired columns for the report under Values.
You can add PDF files as attachments to your proposals. Proposal pages and attachments will be combined into a single file, and you can change their order by dragging.
You can review your proposal in PDF format or send it directly to the customer from More actions > Attach to email. You can define the send to recipients and edit the predefined subject and message before sending.
Update the proposal status at the bottom of the page. The available statuses are defined in Settings > Sales & proposals > Proposal statuses. When you select Closed, you can mark the proposal as Won or Lost.
You can use an existing proposal as a basis for a new one by selecting More actions > Copy proposal. After this you can select the customer and project for the new proposal.
A proposal without rows can be deleted by closing it. A proposal that already has rows or is in draft status can be deleted by selecting More actions > Delete proposal.
Keywords: proposals, sales case, proposal template, customer, price list, PDF, email, change the status, copy, delete, reporting
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