Proposal Sales Process

Revisions

• Unpublish proposal from client
• SAVE a version before working on changes - you can revert back if needed
• SAVE changes
• Republish when updated
• Resend to client with updated client message
• Revise status if applicable
• Add a note for new status

Dead

• Unpublish and change status to dead to remove from your dashboard and default reporting

Contract

• Generate Contract from Billing tab
• Adjust payment schedule if required
• Attach current costing if applicable
• Change status to ‘Contract Due’
• Contract Received
  • Change status
  • Unpublish and save version
  • Enter operations mode

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