Create and save a draft proposal

Read the video transcript

Create a draft proposal in Pixie CRM. Open Proposals from Sales and Finance, then choose New Proposal. This walkthrough prepares a fictional customer proposal and saves it for review without sending it.

Give the proposal a clear subject. This example uses Website planning proposal, Training. In Related, choose Customer. The related-record choice determines which saved customer or lead the proposal belongs to.

Search for Maplebridge and select the saved training customer. Review To, the address and the phone number copied into the proposal. Customer selection and recipient details should be checked together before any real document is shared.

Set Open Till to the eighteenth of November. Confirm G B P currency and keep Status on Draft. Enter the fictional training recipient email. Review these details carefully; we will use Save rather than Save and Send.

Choose the reusable Website discovery session item. Add a short training scope description, review quantity one and the one hundred and fifty pound rate, then add the line to the proposal. Confirm the calculated total before saving.

Confirm Draft, then choose Save. Save and Send is a separate control and is not used here. The draft is stored for review without emailing the customer, recording acceptance or converting it to another document.

Review the stored proposal number, subject and Draft status. Confirm the training customer and total in the saved list. Content editing, delivery, acceptance and conversion are separate workflows to complete when appropriate.