Client-Side Proposal View Guide - folloUP CRM

Main Proposal View

Header Section

• Proposal Number: Displayed as # PRO-000001
• Title: Shows proposal subject (e.g., "SSL Certificate Implementation")
• Action Buttons:
  • Download: Save proposal as document
  • Decline: Reject the proposal
  • Accept: Approve the proposal

Navigation Tabs

• Summary: Main proposal details
• Discussion: Client or staff can add comments if permission granted.

Proposal Content Layout

Items Table

• Column Headers:
  • #: Item number
  • Item: Product/Service name
  • Qty: Quantity
  • Rate: Unit price
  • Tax: Tax percentage
  • Amount: Total amount

Financial Summary

• Sub Total: Sum of all items before tax
• Total: Final amount including all calculations
• Example shown: ₹100.00

Company Information Panel

• Client Details (see example):
  • Company Name: ABC Company
  • Address: Brilliant Solitaire
  • Location: Indore MP
  • Postal Code: IN 452001
  • Email: purshodemo@gmail.com

Proposal Details

• Total Amount: ₹100.00
• Status: Current state (e.g., Draft)
• Date: Creation date (14-11-2024)
• Open Till: Validity period (21-11-2024)

Signature & Confirmation Process

Electronic Signature Modal

When clicking "Accept," a signature modal appears with:

Input Fields

• First Name: Required field
• Last Name: Required field
• Email: For verification
• Signature Area: Digital signature pad
  • Drawing capabilities
  • Clear button: Reset signature
  • Undo button: Remove last stroke

Legal Consent

• Disclaimer text: "By clicking on 'Sign', I consent to be legally bound by this electronic representation of my signature."

Action Buttons

• Cancel: Close without saving
• Sign: Confirm and submit
• Clear: Reset signature
• Undo: Remove last signature stroke

Best Practices for Clients

Reviewing the Proposal

1. Check all item details carefully
2. Verify quantities and rates
3. Review total amounts
4. Note the validity period
5. Examine terms and conditions

Accepting Process

1. Review all proposal details
2. Click the "Accept" button
3. Fill in personal information
4. Draw signature carefully
5. Review legal consent
6. Click "Sign" to complete

Declining Process

1. Use "Decline" button if not accepting
2. Provide reason if requested
3. Consider discussing concerns before declining

Security Features

• Secure signature capture
• Email verification
• Legal consent confirmation
• Digital audit trail
• Tamper-evident documentation

Important Notes

1. All signed proposals are legally binding
2. Signatures cannot be modified after submission
3. Download option available for record-keeping
4. Validity dates should be noted
5. Contact information provided for queries

Client Actions Available

1. View Details
   • Review all proposal elements
   • Check item specifications
   • Verify pricing details
2. Document Management
   • Download for records
   • Save proposal copy
   • Access associated documents
3. Response Options
   • Accept with signature
   • Decline proposal
   • Request modifications
   • Initiate discussion