CiuisCRM Documentation

4.1.1.How to create a proposal? #

Create Proposals:

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:

Last updated on July 2, 2019
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