How to create a new proposal

To create a new proposal:

1. Go to Sales > Proposals from the main menu.

2. Click the “Create Proposal” button at the top left.

📝 Fill in Proposal Details:

• Subject – Name the item or service the proposal is about.

• Related – Select if it’s linked to a Lead or a Customer (related details auto-fill).

• Date & Open Till – Set the proposal date and expiration period.

• Currency – Choose the right currency (based on lead/customer settings).

• Discount Type – Apply a suitable discount method if needed.

• Tags – Use tags to organize and label the proposal.

• Status – Set as Draft (internal only) or Open (visible to the recipient).

• Assigned – Automatically set to the creator, but can be reassigned.

• To – Select the recipient; the system fills in their address

➕ Add Items:

• Click "Add Item" to include products or services.

• You can choose from existing items or enter manually:

  • Description: e.g., 50 bags of cement

  • Long Description: Details like for plastering

  • Unit: Quantity

  • Rate: Price per unit

  • Tax: Applicable tax rate

• Use the ➕ button to register a new item if it’s not listed.

✅ When done, click “Save” to complete the proposal.