Module Commercial Proposals

= Introduction = A proposal is a document you suggest to a customer to give him an idea of what you can do/sell at which price.

= Installation =

= Configuration =

= Life cycle / Business rules = When a commercial proposal is created, this is done with status "Draft". Then it is "Validated". You can then close it with status "Signed" (if customer has accepted it), or with status "Refused".

If the commercial proposal is "Signed", it can be converted into invoice or order, manually or automatically.

= Create a proposal = The creation of a business proposal is done from a third party card. The third party must be defined as customer or prospect (or both). Also module "Commercial Proposal" must be enabled.

Go on third party card. Click on button "Add proposal" on customer or prospect tab of the third party. Then validate it.

= Closure of a proposal =

Signed as close a proposal when the customer has agreed. At the close of a business proposal, identity attached is automatically set as a customer if it was previously classified as a prospect. Also if you setup correctly Module Workflow, an Order "draft" can be automatically created.

= Document templates = Dolibarr can handle several models of proposals, which must be active in the Configuration module. You can create your templates yourself you just have to know the language php. The models proposed are located in /includes/modules/propale/

= Example of use case =