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Draft:Video Presentation (Dolibarr features) - Commercial proposals, Quotes: Difference between revisions
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Draft:Video Presentation (Dolibarr features) - Commercial proposals, Quotes (view source)
Revision as of 20:42, 28 June 2020
, 6 years agono edit summary
mNo edit summary Tag: 2017 source edit |
mNo edit summary Tag: 2017 source edit |
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|Choose the validity in number of days. Choose the payment terms, payment type and source. | |Choose the validity in number of days. Choose the payment terms, payment type and source. | ||
|Choose validity, payment terms, payment type and source. | |Choose validity, payment terms, payment type and source. All the values of these combo lists can customized from the setup of module. | ||
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|Set the availability delay, shipping method and delivery date. If the module Project is enabled, you can also set a project. | |Set the availability delay, shipping method and delivery date. If the module Project is enabled, you can also set a project. | ||
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You can add multiple items to the proposal. | You can add multiple items to the proposal. | ||
|Add a service offering to the proposal. | |Add a service offering to the proposal. | ||
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|Use the Contact/address tab if you want to assign particular contacts to the proposal. This information can be filled automatically with default contacts and can be used to generate the proposal PDF. | |||
|Show adding a contact/address | |||
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|Use the linked files section to add any attachments to the proposal. | |Use the linked files section to add any attachments to the proposal. | ||
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|Click on Validate. | |Click on Validate. | ||
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|Now, the proposal is ready to be sent to your customer or vendor. | |Now, the proposal is ready to be sent to your customer or vendor. A default template is used for the generated PDF. | ||
|Click on | |Click on the PDF in section "Generated document" to show the PDF. | ||
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|Click on "Send Email" | |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. | ||
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|Based on the response received from your customer or vendor, you can set the proposal to the "Accepted" or "Refused" status. | |Based on the response received from your customer or vendor, you can set the proposal to the "Accepted" or "Refused" status. | ||