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Configuring Proposal Settings Globally in Britixo CRM?
📘 Introduction:
Britixo lets you define how proposals behave across your CRM environment. From numbering format to default templates and email behaviour, configuring global proposal settings helps ensure consistency and saves time across your entire team.
⚙️ Step-by-Step: Access Global Proposal Settings
🛠️ 1. Navigate to Settings
Go to the top-right Settings (⚙️) icon
Click Settings > Sales > Proposals
You’ll now see the full panel for proposal configuration.
🔢 2. Set Proposal Number Format
Options include:
Number Based (e.g. PRO-0001)
Year/Number Based (e.g. PRO-2025-001)
Year/Month/Number Based (e.g. PRO-2025-08-001)
These formats help with yearly or monthly resets and provide better organisation.
🖋️ 3. Define Proposal Prefix
Example: PRO- This will prefix every proposal created.
You can change this at any time, but it won’t affect existing proposals.
🧾 4. Configure Default Terms and Footer
Default Terms & Conditions These appear at the bottom of every proposal unless manually changed.
Default Client Note Adds a general note visible to clients (e.g. timelines, disclaimers)
You can format both using the rich text editor, and include placeholders like {client_name} or {proposal_number} .
🖼️ 5. Set Default Proposal Template
Choose a predefined template to be auto-selected when creating a new proposal. This helps standardise design and content across all proposals.
📧 6. Email Options
Toggle email notification settings
Choose the default email template for sending proposals
Include the proposal as PDF attachment automatically when emailing
💡 Ensure your SMTP settings are configured correctly to avoid delivery issues.
🔐 7. Permission Control (Role-Based)
Staff roles can be configured to allow/disallow:
Viewing proposals
Editing proposals
Deleting proposals
Sending proposals
Adjust role permissions under Settings > Roles > [Select Role] > Sales > Proposals
✅ Tips:
Review these settings quarterly to ensure they match your branding and offer structure
Use dynamic merge fields in default notes for personalisation
Set up staff permissions to control who can access or modify proposals
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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