How to Create a Proposal for a Customer that is not in the Sales Pipeline | DripJobs Help Center

DripJobs Help Center

All Collections

Proposals & Invoices

How to Create a Proposal for a Customer that is not in the Sales Pipeline

How to Create a Proposal for a Customer that is not in the Sales Pipeline

See below for how to create a Proposal for a client that does not have a Deal Card in the Sales Pipeline.

Written by Laura Cuadros

Updated over a week ago

1. Click on Sales Pipeline

Click on Sales Pipeline

2. At the upper right side Click on New Proposal

At the upper right side Click on New Proposal

3. You can create a Blank Proposal or use your templates

You can create a Blank Proposal or use your templates

4. Look for your Contact Information

Look for your Contact Information

5. Click on Start

Click on Start

6. A New Proposal will be created

New Proposal will be created

7. If you go back to your Sales Pipeline, you will see that a new deal card was created under your "In Draft" stage.

If you go back to your Salespipeline you will see that a new deal card was created under your "In Draft" stage.