Adding Proposals
  • 12 Aug 2022
  • 1 Minute to read

Adding Proposals

Article summary

You need to create proposals prior to sending them to existing or potential customers.

Prospective customers have to be registered as contacts in your Nexudus account to receive proposals.

  1. Log in to if you aren't already.

  2. Click CRM > Proposals.

  3. Click Add proposal.

  4. Select the customer who should receive the proposal from the Customer drop-down list.

  5. Select the Plan you want to add to your proposal.

  6. Select the selected plan's Start date.

  7. Add any Notes you want to share with the customer.

  8. Click on the Documents tab and add any document you'd like to share with the customer alongside the proposal.

  9. Click the Save Changes button.

You've successfully added a new proposal draft.

Your proposals are drafts until you send it to a customer.

You can edit any of the proposal's details while it remains in draft.

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