How to create a proposal
Proposals let you prepare and share a formal offer for a deal, moving it closer to closing.
#When to use this
Use this when a qualified opportunity is ready for a written offer.
#Step by step
1
Open Proposals or the deal
Go to the Proposals area or the related opportunity.
2
Create the proposal
Prepare the proposal content for the client.
3
Review
Check the details and pricing.
4
Send for the client to review
Share the proposal with the client.
#Expected result
What you should see
A proposal is prepared and can be shared with the client for their decision.
#Common mistakes
- Sending a proposal before the deal is qualified.
- Not reviewing pricing and terms before sending.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The client did not receive it | Confirm the sharing step completed and the address is correct. |
#Best practices
- Qualify the deal before proposing.
- Double-check pricing and scope before sending.
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