CiuisCRM: Proposal Quotations

Proposal

1. You can find orders under Proposals. on the main menu.

2. Added proposals to CRM are displayed as shown below, On the header you have some action buttons.

1. Search : This will help you search for a proposal based on "proposal name , Customer name, Status Paid or unpaid , and by Amount".

2. Filter by Column : By default, all the columns for the proposal table are displayed. To manage what column needs to be displayed, click on the "Filter Column" icon, a box will appear as shown in the below image, you can "Check" or "Uncheck" the fields you want to display on your proposal page.

3. Filter : To filter the proposal by "relation type, status, customer & assigned to" click on the icon "Filter" icon.

Create:

To create a proposal click on the "+" icon from the proposal header section.

Enter the details as follows:

1. Subject: Enter the proposal.

2. Customer Selection: Select the customer from the dropdown.

3. Assigned: Select whom to assign the proposal to.

4. Status: Enter the status of order.

5. Date Of Issue: Enter the date the order is issued.

6. Open Till: Enter till when the order is valid

7. Lead: You can create the proposal for the lead (or) for the customer. Enable or disable the "For Lead" button.

8. Detail: Enter the details of Proposal.

9. Product/Service: Select the product/service from the options given for proposal.

10. Click on "Save" . Your proposal is created.

Proposal Page Details

Tabs:

1. Proposal Tab : Any proposal created for the lead will be mentioned here.

2. Notes Tabs: Enter the Details or small short point in Description section related to proposals and click on "Add Note" button.

3. Comments Tab: You can see comments from the customer.

4. Reminders Tab: This will help set reminders for the lead.

1. Select the date : the date you want to reminder to trigger.

2. Set reminder to : Select from the drop-down to whom you want reminder to trigger.

3. Description : Enter the description for the reminder.

4. Click on "Add" button to add the reminder.

5. Click on "Delete" icon to delete the reminder.

Options in the header section :

1. Mail : By clicking on Mail option, you can send the proposal via mail

2. PDF : By clicking on PDF option, you can create a PDF of the proposal.

3. Convert: proposal can be converted to invoice.

4. Print: You can print the order

5. More: By clicking on "more" You will have options like "View proposal, Mark as draft, Mark as sent , mark as open, mark as revised, mark as opened, mark as accepted".

1. View proposal as Customer : You can view your proposal as a customer. You can view the proposal on the new page.

2. Sent Expiration Reminder: Sends you expiration reminder and a success message on the screen.

Update proposal :

1. To update the proposal details click on "More" option from the header.

2. Click on "Edit" button.

3. A proposal page opens, Update the details of the proposal , like adding a new product to existing proposal. Click on "Save" button.

Delete proposal :

1. To delete the proposal click on "Delete" button from the proposal header.

2. A small pop up appears to confirm the deletion of customer click on "Delete" if you want to delete, else click on "cancel" .