Creating and Sending Proposals in Britixo CRM?

📘 Introduction:

Britixo allows you to build and send polished, branded proposals to clients directly from your CRM. Whether you’re quoting for services, selling products, or pitching a project, proposals include custom content, pricing, and online acceptance to streamline your sales process.

🧭 Step-by-Step: Create a New Proposal

➕ 1. Go to the Proposals Module

• Click on Sales > Proposals from the left sidebar
  
  

• Click the green New Proposal button in the top-right
  
  

📝 2. Fill Proposal Details

You'll be taken to the proposal creation form. Fill in the following fields:

• Subject: The proposal title (e.g. "SEO Services for Q4 2025")
  
  

• Related: Link to an existing Lead or Customer (optional but recommended)
  
  

• Email: Auto-filled if linked; otherwise, enter the recipient’s email
  
  

• Date Created: Set automatically, but can be edited
  
  

• Open Till: Deadline for client to accept the proposal
  
  

• Proposal Template: Choose from saved templates, or leave blank to write custom content
  
  

💡 Linking a customer auto-fills their contact info and allows tracking in their profile.

✏️ 3. Add Proposal Content

Use the editor to build your proposal content:

• Add text, headings, bullet points, or embed images and tables
  
  

• Include pricing, scope of work, timelines, or terms
  
  

• Use smart tags like {proposal_number} or {client_name} to personalise content dynamically
  
  

You can also:

• Insert saved proposal items (products or services)
  
  

• Create a pricing table using items with quantity and rate
  
  

🔐 4. Set Visibility and Options

Scroll down to configure:

• Allow Comments: Enable client feedback
  
  

• Require Client Login to View: Optional
  
  

• Notify on View: Get notified when client opens the proposal
  
  

• Show to Customer: Enable this to make the proposal accessible via the client portal
  
  

💾 5. Save the Proposal

• Click Save & Send or just Save if you want to send later
  
  

• The proposal is now listed under Sales > Proposals
  
  

📤 Sending the Proposal

• Open the proposal
  
  

• Click Send to Email in the top-right
  
  

• Review or customise the email message
  
  

• Click Send
  
  

📧 Clients receive a branded email with a link to view and accept the proposal online.

✅ Client Actions

Once received, the client can:

• View the proposal on a web page
  
  

• Accept or Decline it digitally
  
  

• Leave a comment if allowed
  
  

Britixo logs all views and actions in the proposal timeline.

📊 Tracking Proposal Status

Proposals have the following statuses:

• Draft: Not yet sent
  
  

• Sent: Delivered to the client
  
  

• Accepted: Approved by the client
  
  

• Declined: Rejected by the client
  
  

• Expired: Not accepted by the "Open Till" date
  
  

You can filter proposals by status for reporting or follow-ups.

✅ Tips:

• Use templates for faster proposal creation
  
  

• Monitor opened proposals to follow up on warm leads
  
  

• Include pricing breakdowns and expiration dates to encourage timely responses.