Individual Proposal View Guide - folloUP CRM

Navigation Bar

Primary Tabs

1. Proposal: Main proposal details
2. Comments: Discussion and feedback
3. Reminders: Set and manage follow-ups
4. Tasks: Related action items
5. Notes: Additional information
6. Templates: Proposal templates

Quick Action Icons

• Email: Send proposal
• Email Tracking
• Who Viewed: who and when viewed the proposal
• Fullscreen: Expand view

Proposal Header Information

• Status Badge: Shows current status (e.g., "Draft")
• Proposal ID: Unique identifier (e.g., PRO-000001)
• Title: Proposal subject (e.g., "SSL Certificate Implementation")

Client Information Display

To Section:

• Company Name (e.g., ABC Company)
• Address (Brilliant Solitaire)
• Location (Indore MP)
• Postal Code (IN 452001)
• Email Contact

Action Buttons

Primary Actions

• Edit: Modify proposal
• Print: Generate printable version
• Email: Send to client
• More: Additional options
• Convert: Status conversion options

More Menu Options

1. View Proposal: Open detailed view
2. Attach File: Add supporting documents
3. Copy: Create duplicate
4. Mark as Sent: Update status
5. Mark as Open: Change to open status
6. Mark as Revised: Indicate modifications
7. Mark as Declined: Record rejection
8. Mark as Accepted: Confirm approval
9. Delete: Remove proposal

Proposal Content Section

• Displays {proposal_items} merge field
• Shows structured item list
• Maintains formatting and layout
• In this area you can add additional information as required in the proposal.

Best Practices

Status Management

1. Regular Updates
   • Keep status current
   • Follow status workflow
   • Document status changes
2. Document Handling
   • Maintain version control
   • Attach relevant files
   • Use appropriate templates
3. Communication Flow
   • Track email communications
   • Record client responses
   • Document discussions

Workflow Tips

1. Status Progression
   • Draft → Sent → Open → Accepted/Declined
   • Use revision status for changes
   • Document status reasons
2. Document Management
   • Use consistent naming
   • Maintain file attachments
   • Track versions
3. Follow-up Actions
   • Set reminders for follow-ups
   • Create related tasks
   • Monitor deadlines

Key Features Usage

Comments Section

• Record internal discussions
• Track client communications
• Document decision points

Reminders

• Set follow-up dates
• Track proposal deadlines
• Manage review cycles

Tasks

• Create related action items
• Assign responsibilities
• Track completion status

Notes

• Record additional details
• Document special terms
• Track important information

Templates

• Access standard formats
• Maintain consistency
• Quick proposal creation

Security and Access Control

• Role-based access
• Audit trail of changes
• Secure document handling

Tips for Efficient Use

1. Use status updates consistently
2. Document all communications
3. Set appropriate reminders
4. Maintain accurate records
5. Follow established workflows