Creating A Proposal

How to Send a Proposal to a Prospect

1. Confirm Contact Info

   • Ensure the contact exists and has title, company name, and address updated.

2. Open the Contact

   • Go to Contacts, search for and select the desired contact.

3. Start a Proposal

   • Click Send Document (bottom right).

4. Select Template

   • Choose from My Templates (e.g., “Inspection and Maintenance”).

   • Click Add One Item.

5. Customize Document Name

   • Update the proposal title (e.g., “Inspection and Maintenance Proposal for [Name]”).

   • Click Continue.

6. Review & Edit Proposal Details

   • Yellow-highlighted fields auto-fill from contact and company info.

   • Optionally upload or delete a logo.

   • Remove or edit any unnecessary info.

   • Add quick snippets from the content library (if applicable).

7. Add Products

   • Click Products and select items from the list.

   • Adjust prices, quantities, or delete items as needed.

   • Optionally add a discount (flat or %).

   • Add custom line items if needed.

8. Send Proposal

   • Click Send (via email and/or SMS).

   • The system tracks the proposal after sending.