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How to Create a New Proposal From the Sales Pipeline?

In this article, you will learn how to create a new proposal from the sales pipeline

David Arteaga avatar
Written by David Arteaga
Updated over a week ago

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1. Click on "New Proposal"

Click on "New Proposal"

2. Select the Template of Your Preference

Here you can select "Blank (Default)" or any of the ones that has already been created

Select the Template of Your Preference

3. Select que Contact You Want This Template to Be Sent to

If it is a new contact leave it as it appeared at first

Select que Contact You Want This Template to Be Sent to

4. Here You'll Find Your Contact Information

If its a new contact, start to populate all the personal information asked

Here You'll Find Your Contact Information

5. Here You'll Find Your Contact Address

If its a new contact, start to populate all the address information asked

Here You'll Find Your Contact Address

6. Click on "Start"

Click on "Start"

7. You'll Be Redirected to The New Proposal You Just Made

In the next steps you'll see how does it appear in the sales pipeline

You'll Be Redirected to The New Proposal You Just Made

8. Click on "Sales Pipeline"

Click on "Sales Pipeline"

9. Go to "In Draft"

Here you'll see the proposal that was just created and the rest of the information about this new deal

Go to "In Draft"


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If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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