WEBVTT

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Create a draft proposal in Pixie CRM Open
Proposals from Sales and

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Finance then choose New Proposal This walkthrough
prepares a fictional

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customer proposal and saves it for review without
sending it

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Give the proposal a clear subject This example
uses Website planning

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proposal Training In Related choose Customer The
related-record

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choice determines which saved customer or lead
the proposal belongs

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to

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Search for Maplebridge and select the saved
training customer Review

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To the address and the phone number copied into
the proposal Customer

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selection and recipient details should be checked
together before

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any real document is shared

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Set Open Till to the eighteenth of November
Confirm G B P currency

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and keep Status on Draft Enter the fictional
training recipient

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email Review these details carefully we will use
Save rather than

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Save and Send

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Choose the reusable Website discovery session
item Add a short training

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scope description review quantity one and the one
hundred and fifty

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pound rate then add the line to the proposal
Confirm the calculated

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total before saving

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Confirm Draft then choose Save Save and Send is a
separate control

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and is not used here The draft is stored for
review without emailing

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the customer recording acceptance or converting
it to another document

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Review the stored proposal number subject and
Draft status Confirm

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the training customer and total in the saved list
Content editing

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delivery acceptance and conversion are separate
workflows to complete

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when appropriate