Adding products to a proposal
How to add a product to a proposal.
You must first create a proposal before following the steps to add a product.
If the side menu is not visible, click
.In the side menu, click Operations.
In the Customers section, click Members & Contacts.
Select a member or contact whose proposal you want to modify.
Click CRM and then Proposals.
Select a proposal you want to add a product to. Note: You must create a proposal beforehand, if you need assistance, you can read about proposals here.
Click Products and then Add proposal product.
From the Product drop-down list, select a product.
In the Quantity and Unit Price textboxes, type the number of units and the price of a unit for the product.
Optional: Describe the product in the Notes textbox.
If you want to make the product into a deposit, select the Include this product as a deposit for the contract created if this proposal is accepted checkbox.
If you want to repeat the availability of the product, select the Add this product as a recurrent product if this proposal is accepted checkbox.
From the How often to invoice this product drop-down list, select a desired period.
Click Save.
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