Create a proposal
Link a proposal to a lead or customer, confirm the recipient and prepare its priced content.
Learn with Pixie CRM
Watch this workflow
Follow real application screens at your own pace, with English captions and a matching written guide.
Create and save a draft proposal
Create a draft proposal in Pixie CRM with live clicks. Enter its subject, link a customer, review recipient details and dates, add a service item, save and verify the draft.
Recorded in a demonstration workspace; available options depend on your plan and permissions.
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CRM workspace → Proposals → New proposal
Before you start
- Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.
Follow the steps
- Open Proposals and choose New proposal. Enter Subject.
- In Related to, choose Lead or Customer, then select the intended record and any available Project.
- Set Date and Open till. Review Currency, Discount type, Status, Assigned staff and Allow comments.
- Check Proposal to, address, email and phone after the related record populates them.
- Add the proposal content and item pricing, then review totals. Submit to save, or choose Save and send when it is ready for that recipient.
Check the result
- Open the proposal and check its linked lead or customer, recipient address, expiry, content and amount before sharing it.
If something is different
An option is missing
Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.
A field will not save
Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.