Proposal Form Detailed Guide - folloUP CRM

Form Header

• Proposal Number: Automatically generated (e.g., PRO-000001)
• Status: Current proposal status (Draft, etc.)

Basic Information Section

Essential Fields (Required fields marked with *)

1. Subject
   • Required field
   • Example: "SSL Certificate Implementation"
   • Should be clear and descriptive
2. Related
   • Lead association field
   • Links proposal to specific lead/opportunity
3. Lead
   • Customer/contact information
   • Format: Name - Email
   • Example: "Customer One Kumar
4. Date Fields
   • Date: Proposal creation date (e.g., 14-11-2024)
   • Open Till: Validity date (e.g., 21-11-2024)
   • Both fields feature calendar picker functionality
5. Currency
   • Dropdown selection
   • Default: INR
   • Determines pricing currency
6. Tags
   • Optional field for categorization
   • Multiple tags can be added
   • Toggle switch for "Allow Comments"

Client Information Section

Company Details

1. Related To: Lead or Customer
2. Address: Full street address (e.g., Brilliant Solitaire)
3. City: Client location (e.g., Indore)
4. State: State/Province (e.g., MP)
5. Country: Nation (e.g., India)
6. Zip Code: Postal code (e.g., 452001)
7. Email: Client email contact
8. Phone: Contact number
9. Assigned: Staff member responsible for the proposal

Item Details Section

Item Grid Features

1. Add Item Dropdown: Select item type
2. Show quantity as: Options for Qty/Hours/Qty/Hours

Grid Columns

• Item: Description of service/product
• Description: Detailed explanation
• Qty: Quantity/Hours
• Rate: Price per unit
• Tax: Tax rate selection
• Amount: Total for line item
• Action buttons for saving/removing items

Financial Summary

1. Sub Total: Sum of all items
2. Discount:
   • Discount Type: No discount/percentage/fixed
   • Amount field for discount value
3. Adjustment: Additional modifications
4. Total: Final amount after all calculations

Bottom Actions

• Save & Send: Submit and send proposal
• Save: Save as draft
• Note: "Include proposal items with merged field anywhere in proposal content as {proposal_items}"

Form Features

1. Input Validation: Required fields marked with asterisk (*)
2. Dynamic Calculations: Automatic totaling and tax computation
3. Flexible Item Addition: Add multiple items with detailed descriptions
4. Tax Management: Individual tax rates per item
5. Document Control: Status tracking and assignment

Best Practices for Form Completion

1. Subject Line
   • Use clear, specific descriptions
   • Include key identifiers when possible
2. Client Details
   • Verify all contact information
   • Include complete address details
   • Double-check email and phone numbers
3. Item Description
   • Provide detailed descriptions
   • Include specific quantities and rates
   • Apply appropriate tax rates
4. Pricing
   • Review calculations
   • Consider appropriate discounts
   • Verify final totals
5. Timeline
   • Set realistic validity dates
   • Consider client decision timeframes

Tips for Efficient Use

1. Fill in all required fields first
2. Use clear, professional language in descriptions
3. Double-check calculations and totals
4. Review all details before saving or sending
5. Keep proper documentation of any special terms or conditions