Creating and Managing Proposals

BizCRM App

Navigate to the Proposal section of the application.
Locate the Create Proposal button, which is prominently displayed in a black box.
Click on the Create Proposal button to start the proposal creation process.

Once clicked, you will be directed to a new form where you can input essential details for your proposal.

Ensure all fields are completed accurately before submitting your proposal.

Click on the dropdown labeled "Lead Contacts" to view available options.
A list of contacts will appear; scroll through to find the desired contact.
Click on the contact name to select it, which will populate the field.
Ensure that the selected contact is correct before proceeding to the next step.
If needed, you can also adjust the "Deal" field next to it by following the same selection process.

This will help you effectively manage your proposal details.

Locate the "Deal" input field in the proposal details section.
Click on the dropdown menu.
A list of available deals will appear. Scroll through the options to find the desired deal.
Click on the specific deal you wish to select. This action will populate the field with your choice.
Ensure that the selected deal aligns with the proposal details you are entering.
If needed, review other fields such as "Calculate Tax" and "Clients" to ensure all information is accurate before proceeding.

Locate the Valid Till input field on the form.
Click inside the highlighted area (where the pointer is positioned) to activate the input.
Select the desired expiration date in the format YYYY-MM-DD (e.g., 2024-09-22).
Ensure the date is accurate to avoid any issues with validity.
Review other nearby fields for additional information you may need to complete, such as related options or settings.
After entering the date, proceed to the next step in the form to continue your process.

Click on the "Calculate Tax" dropdown menu within the Proposal Details section.
From the options displayed, select "After Discount" to apply tax calculations based on the discounted amount.
Ensure that the selection reflects your desired tax calculation method, as this will affect the final proposal amount.
Review other nearby fields, such as "Lead Contacts" and "Currency," to confirm all details are accurate before proceeding.

Click on the "INR (₹)" button to choose the currency for your proposal.
This action will display a dropdown menu with additional currency options.
Review the available currencies and select the one that best fits your proposal needs.
Ensure that the selected currency aligns with your client's preferences and the nature of the transaction.
After selecting, continue filling out the remaining fields in the proposal form to complete your entry.

Locate the highlighted input field at the top of the form.
Click inside the field to activate it, allowing you to enter the proposal title or relevant information.
Ensure that the text formatting options above the field (Normal, B, I, etc.) are set according to your needs for styling the text.
Below the input field, you can select a product from the dropdown menu, which may be relevant to your proposal.
Fill in the description section with detailed information about the proposal, including item name and any additional descriptions as needed.

Click on the "Select Product" button to open the dropdown menu.
Browse through the list of available products. You can scroll if the list is long.
Click on your desired product to select it. This will populate the selection field.
Ensure the selected product is correct before proceeding to the next steps in your process.
If needed, you can also add a description in the "Enter Description (optional)" field below for further clarification.

Locate the highlighted area labeled "This is a description field."
Click within this text area to activate it for editing.
Enter relevant details about the item (e.g., specifications, features, or any additional information).
Ensure your input is clear and concise to enhance understanding.
After entering your description, review it for accuracy.
If needed, utilize nearby options to add more items or save your changes.

Locate the tax section in your form, where multiple tax options are displayed.
Click on the highlighted option "IGST: 18%" to select it.
This action will apply the Integrated Goods and Services Tax (IGST) at a rate of 18% to your transaction.
Ensure that the selection reflects in the tax calculation area, updating the total accordingly.
Review the subtotal and total amounts to confirm the correct tax has been applied.

By selecting IGST, you ensure compliance with applicable tax regulations for your transaction.

Click on the highlighted text area labeled "Note For The Recipient."
Type your personalized message. You can use the example provided (e.g., "Thank you for your business") as a reference.
Ensure your note is clear and relevant to the recipient's context.
Review your message for any errors before proceeding.
Once satisfied, click the "Save" button below to store your note.

This step allows you to communicate effectively with the recipient, enhancing your engagement.