Proposals & Estimates

Proposal

The Proposal section under the Finance module allows users to create and manage proposals for leads. Proposals are essential for presenting business offers, pricing, and project details to potential clients before moving to the deal stage.

Creating a Proposal

To create a new proposal, navigate to Finance > Proposal and click Create Proposal.

• Proposal Details – Enter lead contact, deal, proposal validity, currency, and tax calculation method. Users can also add a description and enable customer signature approval if required.
• Adding Items – Select products or services from the catalog, define quantity and unit price, and apply relevant tax rates. Additional files can be uploaded if needed.
• Discounts & Tax – Apply discounts as a percentage or fixed amount, with the system automatically calculating the subtotal, tax, and total cost.
• Additional Information – Users can include a note for the recipient and specify terms & conditions before finalizing the proposal.
• Saving & Submitting – Proposals can be saved as drafts or submitted for approval before sending them to the client.

Proposal Template

The Proposal Template feature allows users to create reusable proposal formats with predefined details for efficiency in client dealings.

Creating a Proposal Template

1. Click Add Proposal Template.
2. Enter the template name and select the currency for the proposal.
3. Add a description using the text editor to define proposal terms or additional details.
4. Select products or services to include in the proposal:
   • Click Select Product to choose an item.
   • Define Quantity, Unit Price, and applicable Tax.
   • Optionally, attach a file related to the product/service.
5. Add more line items using Add Item if needed.
6. Adjust Discount and Tax as applicable.
7. Review the Total and ensure all details are correct.
8. Click Save to store the proposal template for future use.

Managing Proposal Templates

• Users can search, edit, and delete existing templates.
• Templates streamline proposal creation, ensuring consistency and reducing manual input.

This feature simplifies the process of generating client proposals while maintaining a professional and structured format.

Exporting Proposals

To export a list of proposals:

1. Click “Export”.
2. The system will generate an XLSX file containing proposal details.
3. Download the file for reporting or documentation.

Estimates

The Estimates module allows users to create and manage cost estimates for clients before finalizing deals. It provides options for tracking, modifying, and updating estimates based on client feedback.

Managing Estimates

1. Viewing Estimates – Navigate to Finance > Estimates to see a list of existing estimates with their project details, client name, total amount, validity date, creation date, and status. The status can be:
   • Waiting – Pending client approval.
   • Accepted – Approved by the client.
   • Declined – Rejected by the client.
2. Creating a New Estimate
   • Click Create Estimate to open the estimate creation form.
   • Select the client and project for which the estimate is being made.
   • Define the total amount and set a valid till date.
   • Add detailed line items, including quantity, unit price, and applicable taxes.
3. Estimate Templates

Estimate templates allow users to create pre-defined estimate formats that can be reused to save time and maintain consistency in client proposals. Users can specify details such as pricing, descriptions, taxes, and discounts in advance, making it easy to generate new estimates quickly.

Accessing Estimate Templates

1. Navigate to the Finance section in the sidebar.
2. Click on Estimates to access the estimate management page.
3. Select the Estimate Template button to open the template section.

Creating an Estimate Template

1. Click the + Estimate Template button.
2. Fill in the Estimate Template Details:
   o Name: Enter a recognizable name for the template.
   o Currency: Select the applicable currency.
   o Description: Add any relevant details for the template.
3. Add estimate items:
   o Click Select Product to choose items from the product list.
   o Enter Quantity and Unit Price for each item.
   o Select applicable Tax options.
   o Optionally, upload supporting files.
4. Review the total cost, including Sub Total, Discount, and Tax calculations.
5. Click Save to store the template.

Using an Estimate Template

When creating a new estimate, choose Use Template.

6. Select an existing estimate template.
7. The details will auto-fill based on the template.
8. Make any necessary adjustments and proceed with the estimate.
9. This feature helps streamline the process by eliminating repetitive data entry while ensuring consistency across estimate

Exporting Estimates

o Click Export to download estimate data in a structured format for analysis, client sharing, or record-keeping.