4.1.1.How to create a proposal?
1. You can find Proposals under Finance, in the main menu.
2. All the existing proposals are listed here. To Create a proposal, click on the ‘+’ sign.
3. Fill in all the details and click on Save.
4. You can Mark a Proposal as Draft, Sent, Open, Revised, Declined or Accepted as follows:
5. To Update or Edit the Proposal click on Edit and then Save.
6. You can Convert the Proposal into Invoice as follows:
7. You can Send, Download and Print the Proposal using the options as shown below:
8. You can create a Proposal for Lead or Customer using the toggle bar as shown: