Proposals
Early-stage offers to a lead or customer, ahead of a formal quotation.
Overview
A proposal presents your offer to a prospect, and can be sent for a digital sign-off. It supports a lead or an existing customer and keeps a version history so you can compare revisions.
When to use proposals
- You pitch before pricing is final.
- You need a signed acceptance.
Step by step
In the Sales module open Sales in the green navigation bar, then choose Proposals under Pipeline.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Actions on the screen: New Proposal.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- sales.proposal.create
- sales.proposal.read
- sales.proposal.update