In the tab ‘Proposals’, you can create and store commercial proposals (Quotes). You can easily create proposals by adding Products one-by-one, either selecting them from the list, or using pre-prepared groups of Products. Information on how to define groups of Products is provided in the Products module (see page 39).
Using commercial proposals (Quotes)
Proposals are the easiest solution when you need to quickly generate a proposal and immediately during the meeting submit it for signature or send by e-mail. Lead-related Proposals can be created by pressing ‘+’ at the bottom of the list of Lead’s proposals.
Proposal-identifying information is provided in the top part of Proposal, where you can see who prepared Proposal, when it was created and when it must be delivered.
There are three ways to add commercial proposal positions by pressing a different button with ‘+’:
๏ Button “+” – one empty position will be added. By clicking a line on the Product location, a list of Products, which can be added to positions, will appear. By selecting Product in Proposal position, Product’s unit of measurement will automatically be added to amount and Product price which are set in the Products module.
๏ Button “+Search” – Product selection window will appear, where, with the help of checks, you will be able to select the desired Products. All Products in the list ‘Selected’ will be added to Proposal positions. After selecting Products in Proposal positions, Products’ unit of measurement will automatically be added to amount and Product price which are set in the Products module.
NOTE. Both above Product adding versions, provided that Client is assigned price name, positions will use Client-assigned prices. It is especially convenient when Client is provided with special prices.
๏ Button “Products Groups” – the new window will appear, where you can find the list of groups of Items and services:
Here, by clicking “arrow” next to the name of the group, all Products in the group will be added. By selecting group of Products in Proposal positions, Product’s unit of measurement will automatically be added to amount and Product price in the groups of Products. In groups of Products, you can define different amounts and prices for the group. It is especially convenient when generating standard sets of Products or sets of Products with discounts.
Changing the Currency or Currency rate
Currency should be set up in the begining after proposal has been created. If you change the currency or currency rate after Products has been added to the Cart, the Application will recalculate all Cart line items using the new currency rate. When recalculation is made the App takes main product’s price which is set in the Products module and multiplies it using new currency rate. After all, all prices in the Cart will be changed and amount of Total will be different as well.
By pressing the button “Proposal”, the new window will appear, where you will be able to see blue Proposal sheet prepared for printout. To personalize Proposal, you can create templates with, for example, company’s presentation, which will be displayed in the printout of the Proposal sheet.
NOTE. When the printout appears, the top menu changes. Further actions are available only of Action from the top menu is selected.
By pressing the button “Create Project”, new Project in the Projects module will be created automatically. Project will have the same name as Lead; same Client as in Lead will be assigned. Depending on selection in the main tab ‘Contact’, Job orders in Project will be created in the section ‘Contract part’, in the field ‘Summarize offers’. In the field ‘Summarize offers’ is checked, Project will be created the same amount of Job orders as there is Offers in Lead. In the field ‘Summarize offers’ is checked, Project will be created Job order only according the data from blue Offer. And Lead will be checked as ‘Successful’ with possibility of 100%.
By pressing the button “Create Income”, new Income in the Incomes module will be created automatically. Income will be assigned the same Client as Lead. Incomes positions will be created by selected Offer’s positions. And Lead will be checked as ‘Successful’ with probability of 100%.
