Create a Proposal
What it does
Proposals bundle products with pricing information to present to clients. You can include products from your catalog, set quantities and prices, and generate a professional PDF proposal document.
How to create a proposal
Go to Procurement and click the Proposals tab.
Click New Proposal.
Fill in the proposal details:
Select a client or create a new one.
Add products from your catalog as line items.
Set quantity, unit price, and any notes for each line item.
Add a shipping address if applicable.
Click Save to create the proposal.
After creating
Generate PDF Report — create a formatted proposal document.
Email Proposal — send the proposal directly to the client.
Aggregate Proposals — combine multiple proposals into a single document.
Convert to a Purchase Order when the proposal is accepted.