Proposals: Generate and Managing

Proposals are made out to a certain Client. The Client will have one or more authorised signatories who exist in the system as Contacts. If a Proposal is sent to a human client, it's likely that the human Client also has a Contact record.

Step 1: Select or Add a Client

1. Search for and select an existing client.
2. If the client does not exist, create a new client record by entering the required details.

Step 2: Press "Proposal" tab, and select "+Add Proposal" 

Enter and complete the setps for Proposal details.

Note: Make sure that you have set-up the "Services","Agreement/Engagement", and "email" template first. 

If you do not tick the following, you cannot see all the granular pricing, you can only see the final amount.

Monitoring the status

Related guide:

Modifying Pricing and Services within a Draft Proposal