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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
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.
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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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All queries: Sales @ Britixo.com
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