You can create proposal with the required products and services. [1]


Once the proposal is created, user can edit or delete that proposal only if it is in “Pending” state. [2]


Admin can convert the proposal to quote by “Convert to Quotes” option. [3]


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. [4]