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= A Complete Proposal =

= Create a proposal =

The creation of a business proposal is from the customer or prospect in the Commercial. To create a proposal you must have a defined contact for this client and the module must be enabled!).

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.

Follow the signs to create a draft proposal, then validate it when it is ready (as opposed to bills you can modify a proposal accepted).

Click on button "Add proposal" on customer or prospect tab of the third party.

Then validate it.

= Closure of a proposal =

= Closure of a proposal =