To create a proposal in Nexved CRM, follow these steps:
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Start a New Proposal:
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Click on Create Proposal located at the top left of the screen.
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Choose Related Lead or Customer:
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You can create a proposal for either a Lead or a Customer.
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Select Related to Lead or Customer.
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Choose the specific Lead or Customer from the dropdown list. The relevant information will be auto-filled on the right side, but you can adjust the details as needed.
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Proposal Settings:
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Status: By default, the proposal status will be set to Draft. Proposals in the Draft status are not visible to customers.
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Open Till: This is the date until which the proposal will remain open. You can set this by going to Setup → Settings → Finance → Proposals to configure the default "Proposal due after" date, which will auto-populate this field.
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Currency: When creating a proposal for a Lead, you can select any currency. For a Customer, the system will use either the base currency or the customer’s selected currency.
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Allow Comments: If this option is unchecked, the user will not be able to leave comments on the proposal (e.g., negotiate on pricing).
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Save the Proposal:
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Once the initial details are filled in, click Save to add proposal content.
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Add Proposal Content:
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Adding Content:
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After saving, you will be redirected to the preview area where you can add detailed content to the proposal.
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Finalizing the Proposal:
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When you finish adding content, click the green button Save Proposal at the top left of the editor to save your changes.
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Using Merge Fields:
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To streamline the process for future proposals, you can use Merge Fields. Click on the Available Merge Fields link to view and use dynamic placeholders.
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If you want to create a similar proposal later, you can Copy an existing proposal:
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Click More and select Copy.
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This process allows you to efficiently create, manage, and customize proposals, ensuring consistency while also making it easy to duplicate and reuse content.