Draft:Video Presentation (Dolibarr features) - Commercial proposals, Quotes

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Story board for Module Commercial Proposals:

Video Title: Commercial Proposals, Quotes in Dolibarr

Voice Over Visuals in the Video
Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Commercial Proposals module in Dolibarr. Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org (Do NOT show the YouTube channel and Social media accounts like for exit sequence)
Activate the module "Proposals" from menu Home - Setup - Modules. You can also enable the "Vendor Commercial Proposals" module if you are going to deal with proposals for vendors. Go on menu Home - Setup - Modules, scroll to CRM and enable the Proposals module and show you can switch on/off the module. Enable also the "Vendor Commercial Proposals" module.
Grant permission on the Proposals module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions" Show the module permissions and enable the permissions.
Creating a Commercial Proposal
Let's create a new commercial proposal. Choose the customer you are creating the proposal for. Click on New Proposal. Choose the customer.
Choose the validity in number of days. Choose the payment terms, payment type and source. All the values of these combo lists can customized from the setup of the module. Choose validity, payment terms, payment type and source.
Set the availability delay, shipping method and delivery date. If the module Project is enabled, you can also select a project. Choose the currency. Perform the actions as in the voice over.
Provide any notes that will be visible in the proposal, as well as any private notes that will by visible only to you. Add notes.
Once created, the proposal is in the draft status. You can now start adding the actual product and pricing information to it. Click create.
Add the product or service name along with a description. Choose a tax slab if relevant. Enter the net cost, quantity and any applicable discount.

You can add multiple items to the proposal.

Add a service offering to the proposal.
Use the Contacts or addresses tab if you want to assign particular contacts to the proposal. This information can be filled automatically with default contacts and can be used on the generated PDF or ODT document. Show adding a contact/address
Use the linked files section to add any attachments to the proposal. Upload a file to the proposal.
Validating and Sending the Proposal
Once you are done, click on "Validate" to finalise the proposal and move it to the "Open" status. Click on Validate.
Now, the proposal is ready to be sent to your customer or vendor. A default template is used for the generated PDF file. Click on the PDF in section "Generated document" to show the PDF.
Click on the "Send Email" button. You can now fill in the receiver details. All other details in the proposal are automatically included. Click on Send Email and fill in the receiver details, show the email being sent.
Based on the response received from your customer or vendor, you can set the proposal to the "Accepted" or "Refused" status. Show updating the status of the proposal.
Commercial Proposal - Module Features
Use the "Clone" button to create a similar proposal with all the details pre-filled, for example, to create another version of the proposal. Show the Clone button.
Depending on your workflow, you can convert your proposal into an order or directly into an invoice. Show "Create order" and "Create invoice" button.
Statistics gives a birds eye view of all the commercial proposals sent to your customers and vendors. Use the filters available to get more detailed statistics. Show statistics. Demo the filters.
With the list views, you can view proposals based on their status such as Draft, Open, Accepted or Signed (which needs billing), Rejected or Not signed, and Billed. Show the list views
There are plenty of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add you own custom fields to describe your proposals and you will be able to export your database of proposals.
Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more. The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).