Create proposal On the top left side click Create Proposal You can create proposal to lead or to 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 […]
Category: Proposals
Converting proposal to estimate/invoice
To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown 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 […]
Proposal expiration reminders
You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email added while you created/edited the proposal. To configure email expiration reminders navigate to Setup->Settings->CRON job Set Send expiration reminder to YES Set expiration reminder before in days. eq. BEFORE 4 DAYS – proposal open till date […]