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Create Proposal

Using the "Add Proposal/Invoice" system you can create a proposal for your customer, and you can send it to the customer via email, Apart from this, you can save it and print it as well.

Login to your software

Expand the "Proposal/Invoice" module, and click on the "Add Proposal/Invoice" menu.

Click on the "Customer" Selection option, select a customer to whom you want to send the proposal or invoice

Click here to add a new customer immediately

Fill up the required fields, and hit the submit button.

Click the "Product / Service" option to select the product or service, which you want to send as a proposal to a customer.

Click here to add a new product

Fill up the required fields, and hit the submit button.

Select the product's discount type, whether you want to give a percentage discount or a fixed amount

Click on the eye button to view product Tax

Click on the "Shipping Other" field. enter shipping cost

Click the "Cover letter" option, and select a cover letter for Proposal

Click the "Attachment" field. Click the checkbox to add an attachment to the proposal.

Click the "Title" field. Enter image title

Select an image to attach to the proposal

Click on the "Upload" button to upload the image

Click here to change the proposal background color

Click here to change the proposal text color

Click on the "Preview" button to view Preview Proposal

Click on the "Send and Email" button to send a proposal or invoice via email

Click on the "Save and Download" button to save and download the proposal or invoice

Click on the "Save and Print" button to save and print a proposal or invoice

Click on the "Save as Draft" button to save as a draft proposal or invoice

Click on the"Back" button and go to the proposal list

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