Create a proposal
Prepare a persuasive sales proposal linked to a lead or customer.
Feature pathSales → Proposals → New Proposal
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Prepare a persuasive sales proposal linked to a lead or customer. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open Sales → Proposals → New Proposal and select the new or add action.
- Choose the correct related customer, contact, project or other parent record where the form requests one.
- Complete the required identity, ownership and date fields for the proposal.
- Add financial, status, visibility or permission information that applies to the workflow.
- Add clear notes, content, line items or attachments so another authorised user can understand the record.
- Review validation messages and client-visible information, then save.
- Open the saved record, confirm the status and activity entry, and perform the next workflow action only after review.
Important fields and decisions
SubjectConfirm this information is accurate and appropriate for the record.
Open and expiry datesConfirm this information is accurate and appropriate for the record.
Currency and totalConfirm this information is accurate and appropriate for the record.
Assigned staffConfirm this information is accurate and appropriate for the record.
Proposal content and termsConfirm this information is accurate and appropriate for the record.
Checks before completion
- Use a clear subject and outcome.
- Check merge fields in the preview.
- Preserve acceptance information after the client acts.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
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