Create a proposal

Create a proposal

1. Go to Agency Tools and select Proposal Builder.  
2. You will see the Proposal Builder page then Click Create a Proposal button.
3. You can change the title of your proposal with the PROPOSAL TITLE field.

4. Change the Currency using the CURRENCY field

    Note: You can only select a currency from this point only.

5.  For the next step, you can either Add new contact or Search for a Contact.

Search for a contact

1. You can search for existing contacts found on your CRM, once a contact is selected, it will populate and display all the information for that specific contact. 

    

   Note: If you update any field on the contact information, a confirmation modal will open. If you click on “Continue and don’t save”, any changes on the information will not be saved to your CRM. But if you click on “Save changes”, all changes will be saved. 
2. When you click Next, the page will redirect you to your proposal editor.

Add new contact

1. If you want to add a new contact, click on the Add new contact link. 

2. Fill in you contact's details and click, Next to redirect you to your proposal editor

   Note: New contacts added here will be automatically saved on the CRM.