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What's the Difference to Click on "New Proposal" Inside of the Deal and "New Proposal in the Sales Pipeline?

What's the Difference to Click on "New Proposal" Inside of the Deal and "New Proposal in the Sales Pipeline?

Written by Salma Castillo

Updated over a month ago

The Main Difference Between Creating A New Proposal Inside The Deal And Creating A Proposal From The Sales Pipeline Is What Happens To The Deal.

If You Create A Proposal From The Sales Pipeline, A New Deal Is Automatically Generated, And It Appears In Draft Stage By Default.
If You Create A Proposal Inside An Existing Deal Card, The Proposal Will Be Linked To That Deal, And The Deal Card Will Stay In The Same Stage. This Way, When You Open The Deal Card, You Will See The New Proposal Added Along With The Previous Ones, Without Moving The Deal To Draft.

1. Click On "Sales Pipeline"

Click On "Sales Pipeline"

2. Click On "New Proposal"

Click On "New Proposal"

3. Select The Client From The List So That Their Information Automatically Fills Into The Proposal Form.

You Can Also See That The Stage Will Be Set To "In Draft" By Default.

Select The Client From The List So That Their Information Automatically Fills Into The Proposal Form.

4. And Click On "Start"

And Click On "Start"

5. Here We See The Proposal That Was Created From Outside The Deal, And It Appears In The Drafts Stage

Here We See The Proposal That Was Created From Outside The Deal, And It Appears In The Drafts Stage

6. Now Go Back To The Sales Pipeline And Click On The Deal Card You Want To Open

Now Go Back To The Sales Pipeline And Click On The Deal Card You Want To Open

7. Click On "Proposals / Jobs"

Click On "Proposals / Jobs"

8. Here You Can See The Proposals That Belong To This Specific Deal Card

Here You Can See The Proposals That Belong To This Specific Deal Card

9. Click On "New Proposal"

Click On "New Proposal"

10. Fill In The Required Information And Click On "Save" To Create The Proposal

Fill In The Required Information And Click On "Save" To Create The Proposal

11. Now We Can See The New Proposal Listed Here Along With The Previous One

Now We Can See The New Proposal Listed Here Along With The Previous One

12. As We Can See, The Deal Card Did Not Move To Draft, It Remained In The Same Stage

As We Can See, The Deal Card Did Not Move To Draft, It Remained In The Same Stage

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.