Module Commercial Proposals - Quotes: Difference between revisions

Module Commercial Proposals - Quotes (view source)

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 {{ToComplete}}
-= 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).
+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 =