1.  Add Proposal 

1.  Go to Proposals : In the admin dashboard sidebar, click “Proposals”. 

2.  Click on Add Proposal : In the Proposal section, click the “Add Proposal ” button. 

3.  Fill in the Required Fields : Fill out a form that will appear with: 

•   Customer : Choose who you are doing this for from a drop down list. This field cannot be blank. 

•   Proposal Number : Enter something like proposal number 1 into it or any other unique number of your choice . You must fill in this field. 

•   Proposal Date : Input date picker as proposal creation date . You must fill in this field.  

•   Expiry Date : Enter when it is set to expire via date picker. You must fill in this field.  

•   Enter total amount proposed for services and/or products. You need to fill in this box now!. 

•   Status : What stage is it at? (e.g., Pending, Approved, Accepted, Rejected) It’s compulsory for you to input something here before submission!. 

•    Property / Project : Selecting Property takes us back one step where we have already choose property or project which relates with this particular proposal . You must fill in this field too! . 

•    Assign User : (Optional) Is there anyone else responsible for managing the proposal? 

•    Note : (Optional) There can be additional notes regarding this proposal . 

 4.  Save the Proposal : Once all fields are filled in, click the “Submit” button to set the Proposal into system database.  

 5.  You can also send your Proposal via email :   To send Proposal to customer through Email press send button at index page.