Proposal Creation: Step-by-Step Breakdown

Create Proposal consists of :

• Lead Contact: The name and details of the potential customer receiving the proposal.
• Deal: The specific business opportunity or offer being proposed.
• Valid Till: The expiry date of the proposal’s terms and pricing.
• Currency: The monetary unit used for all pricing (e.g., USD, INR).
• Calculate Tax: Option to automatically apply relevant taxes to the item total.
• Description: A brief overview of the proposal or service being offered.
• Item Name: The name of the product or service included in the offer.
• Quantity: Number of units being proposed.
• Unit Price: Cost per unit of the item.
• Tax: Applicable tax rates (GST, CGST, VAT, etc.).
• Amount: Total price per item including tax.
• Enter Description (optional): Additional item details, if needed.
• Choose a file: Upload relevant documents or attachments.
• Add Item: Add more products or services to the proposal.
• Sub Total: Total before discounts and taxes.
• Discount: Any reduction in price applied to the subtotal.
• Tax: Total tax amount calculated on the items.
• Total: Final amount payable after all adjustments.
• Note for the Recipient: Optional message to the lead for clarity or next steps.
• Terms and Conditions: Legal and business terms that apply to the proposal.