The Proposal section allows you to create, manage, and track sales proposals for your business. This section provides a centralized platform to streamline the proposal creation process and monitor the progress of each proposal.

1. Accessing the Proposal Section

To access the Proposal Management section in the admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/proposals
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Proposal Management section automatically.

2. Creating a New Proposal

The Proposal Management section typically provides options to create new proposals. Here’s how you can create a new proposal:

• Click on the “New Proposal” button, usually located at the top or bottom of the page.
• Enter the relevant details for the proposal, such as the client name, proposal title, and proposal description.
• Specify the products or services being proposed, including quantities, pricing, and any applicable discounts or taxes.
• Attach any supporting documents or files that are relevant to the proposal.
• Save the proposal once all the details have been entered.

3. Managing Proposals

In the Proposal section, you can view and manage the existing proposals. Some common actions you may perform include:

• Editing Proposals: If permitted, you can modify the details of a proposal. Edit the proposal as required and save the changes.

• Deleting Proposals: To remove a proposal, select the proposal from the listing and click on the delete button or option. Exercise caution when deleting proposals, as it may impact the sales tracking and historical data.

• Tracking Proposal Status: The Proposal Management section provides options to track the status of each proposal. You can monitor whether a proposal is pending, approved, or rejected, as well as any associated comments or updates.

4. Proposal Collaboration and Communication

The Proposal Management section may include collaboration and communication features to facilitate interaction with team members and clients. This could include the ability to add comments, assign tasks, or send notifications related to the proposal.

5. Reporting and Analytics

The Proposal Management section may offer reporting and analytics features. This enables you to generate reports on proposal performance, conversion rates, and other relevant metrics to gain insights into your sales processes.

6. Saving and Applying Changes

After creating or modifying proposals, remember to save the changes to ensure they take effect. Look for the “Save” or “Apply” button at the bottom or top of the proposal management page to save your changes.