Proposals

You can create proposal with the required products and services.

 

Once the proposal is created, user can edit or delete that proposal only if it is in “Pending” state.

 

Admin can convert the proposal to quote by “Convert to Quotes” option.

 

 

Note: Proposal cannot be changed once the proposal is converted or declined by admin.

 

Once the quotes are converted, they will also be listed in detail view of corresponding proposal.