The following Steps describes you how to create, manage and print Proposals.

  • Go to the Sales Part of Billing.
  • Clicking on Proposals leads you to new page as shown in figure.
  • Here, the list of existing Proposals can be found.
  • One can search Proposals according to Source within the selected time period.
  • To create new Proposals, click on button.
  • It leads you to new page as shown in figure below.
  • In this page, click on select items to select items and to add more items on list click on button.
  • To delete items from list, click on button.
  • After filling every required input field and adding items.
  • Save Proposals by clicking on else Close.
  • Clients can be created directly on Proposals page by clicking on       as shown below.
  • Fill up every required input fields and then click on to create else Cancel.
  • To create new Items within the Proposals page, click on button, which leads you to new page as shown.

 

  • Fill up every required input fields i.e. (*)
  • And give notes, product summary and product details by clicking on those textboxes.
  • Tick all the requirements like taxable, trackable and so on.
  • One must tick the enabled.
  • After filling, click on to create else Cancel.
  • Same goes to Lead.
  • Action can be used to edit, delete, and Duplicate Respectively.
  • List of Proposals can be filtered out by selecting time periods and source.