Create the proposal¶
Creating a proposal, from client to totals.
Click + Proposal (or an existing card to edit). The modal opens with the proposal header, with no company and no contact selected - the choice is always yours.
Changing the company brings the contact along
If you change the company halfway, the contact follows: with one person at that company it is picked automatically; with several, the field is left blank and the app tells you how many there are; with none, it tells you to create a contact. With several people it does not pick silently - that would be the easiest way to send the proposal to the wrong person.
Field by field¶
| Field | Notes |
|---|---|
| Number | Automatic (PROP-{year}-{no.}), read-only - resets each year. |
| Company (buyer) | The company you are selling to - the anchor of the sale. Value, loyalty and discount live here. Search by name or NIPC. (A sale to an individual has no company.) |
| Contact (who you negotiate with) | The person at the company you talk to. Choosing the contact auto-fills the company. It is informative: if the person changes company, the sale does not follow them - it stays with the company. |
| Loyalty months | Duration of the recurring SaaS commitment; it feeds the total contract value (TCV). |
| Title | Name of the proposal (e.g. CRM Licensing). |
| Validity | Date up to which the proposal is valid. |
| Status | Created / Sent / Negotiation / Won / Lost. It sits at the end of the form and starts empty - on Save, the app warns if it was left unset. Moving to Lost records the loss reason; to Won, the win reason. |
Why Status sits at the end, and empty
It used to be at the top with Created as the default. Two consequences: whoever knew the deal was already closed could not set Won right away (choosing a terminal status locks the form - title, company, contact and lines become read-only), and whoever did not know left the default in place without thinking about it.
Status is now the last decision, taken once the proposal is written, and it is a decision - not a value that was already sitting there. The suggestion came from a learner.
VAT uses the company's region and the discount comes from the company's loyalty tier (or the contact's, for an individual) - see Companies & Contacts.
Step by step¶
- Proposals → + Proposal.
- Choose the Company (the anchor of the sale) and the Contact you negotiate with.
- Set the loyalty months (SaaS), the title and the validity.
- Add the catalogue lines (each is One-off or Monthly/Annual/recurring).
- Save.
Customer interest level¶
Each proposal has an Interest level field - how interested the customer is in this deal, based on their feedback:
| Level | Colour |
|---|---|
| Unclassified | grey (neutral) |
| Cold | blue |
| Warm | orange |
| Hot | red |
In the Pipeline, proposals in play (Sent / Negotiation) stop being white and get tinted with the level colour (left bar + subtle background), so you read each deal's "temperature" at a glance. In addition, the Won column gets a green tone and the Lost column a red tone (with a red total), so the terminal states read instantly.
Audit trail
The proposal records who created/changed it and when - visible in the modal footer.
➡️ Next: Lines & catalogue · back to Proposals.