Create proposal template

You can create a proposal template while viewing the contract by clicking on the Templates tab and then click on the Add Template button.

• Click the Templates tab.
• Click Add template.
• Enter the Template title that you can use to easily recognize what kind of template is.
• Use the editor to add predefined template content.
• Click Save.

Insert template

Once you created the template, you will be able to use and insert them into the editor content easily.

While on the Templates tab, for the template you want to insert, click the Insert button, the template content will be automatically injected into the proposal editor.

To configure email expiration reminders navigate to Setup->Settings->CRON job

1. Set Send expiration reminder to YES
2. Set expiration reminder before in days. eq. BEFORE 4 DAYS –  proposal open till date is XXX-09-22 and expiration reminder will be sent on  XXX-09-18

You can include the proposal link inside the email template and let your customer view it without login. This is also useful for leads.

After you send the proposal a lead/customer can open it an make action ex/ accept, decline, make comments. The creator of the proposal and the assigned sale agent will get notification in the CRM and email that customer commented or accept/decline the proposal

Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with the preview info also with the parsed items which are auto inserted to the estimate/invoice.

When you are satisfied from the result click Save.

After converting the proposal will be auto marked as accepted (if is not already marked as Accepted).

From the main menu navigate to Sales->Proposals and on the top left side click the Create Proposal button

You can create a proposal to lead or to a customer.

• Choose Related to Lead or Customer.
• Choose which lead/customer is related. On the right side, the found information will be auto-filled. You can adjust according to your needs.
• Status – By default, the draft status will be auto-selected. Note that proposals with draft status are not visible to customers, also the proposal “Open” status means that is open for the customer to make actions e.q. accept or decline the proposal
• Open Till – The date when the proposal will stay open and the user can take actions (Accept/Decline) – Go to Setup->Settings->Finance->Proposal to set Proposal due after to auto to populate this field.
• Currency – When creating a proposal to lead you are allowed to add any currency you need otherwise if you are creating a proposal for a customer the system base currency will be used or the customer currency.
• Allow Comments – If this field is unchecked the user won’t be able to comment on the proposal ex. Negotiate with price etc.

Save the proposal to add proposal content.

Add proposal content

You can add proposal content directly from the admin area while previewing the proposal.

After saving/creating the proposal you will be redirected to the preview area where you can add content.

By default the proposal content will contain only a merge field {proposal_items}, this merge field will output the proposal items e.q. in PDF or when a customer is viewing the proposal HTML area.

If you need to add additional content, just click in the editor and start typing.

The proposal content will be auto-saved, you don’t need to perform save, however, if it’s needed you can use the shortcut CTRL+S

Merge Fields

To prevent creating the same content, again and again, you can use the merge fields feature by clicking on the link Available Merge Fields and when you will need to create new similar proposal you need to copy the existing one.

Copy Proposal

To copy the proposal click on More and click on Copy.