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Then validate it. | Then validate it. | ||
= Closure of a proposal = | = Closure of a proposal (Refused or Signed then Billed) = | ||
Signed | A proposal is closed when set to "Refused". | ||
If the proposal is set to "Signed" when the customer has agreed, the prospect attached is automatically set as a customer if it is not already a customer. Then, you have then to decide when the proposal will be closed. Once an order has been created or once an invoice has been created. | |||
If you setup correctly [[Module Workflow En|Module Workflow]], you can have a "draft" order created automatically. You can also to have the proposal being closed automatically when the order is created or when the invoice has been validated. | |||
= Document templates = | = Document templates = | ||