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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 11:12, 29 June 2020
, 6 years agoLanguage changes
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|Click on New Proposal. Choose the customer. | |Click on New Proposal. Choose the customer. | ||
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|Choose the validity in number of days. Choose the | |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. | |||
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|Set the availability delay, shipping method and delivery date. If the module Project is enabled, you can also | |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. | |Perform the actions as in the voice over. | ||
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|Add notes. | |Add notes. | ||
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|Once created, the proposal is in the draft status. You can now start adding the actual product and pricing information to it. | |Once created, the proposal is in the draft status. You can now start adding the actual product and pricing information to it. | ||
|Click create. | |Click create. | ||
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|Add a service offering to the proposal. | |Add a service offering to the proposal. | ||
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|Use the | |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 | |Show adding a contact/address | ||
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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. A default template is used for the generated PDF. | |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 PDF in section "Generated document" to show the PDF. | ||
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|Use the "Clone" button to create a similar proposal with all the details pre-filled, for example to create another version of the proposal. | |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. | |Show the Clone button. | ||
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|Show the list views | |Show the list views | ||
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|There | |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. | ||
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