Proposal Templates

Overview

You can create new proposals in Core CRM either from scratch or from existing proposal templates. If your company deals with certain types of offerings to certain types of clients, you can expedite generating the proposals by using templates. With templates, you can get off to a quick start on reaching out to your prospects. After creating standard templates, you can then create new proposals from them easily and quickly.

You must create different proposal templates containing general or common data that you want to copy to similar new proposals. For example, you can create a generic proposal and save it as a template. When you are dealing with prospects, you can base the proposal on this existing template and save time entering all the common properties from scratch. You can edit the templates if required.

Basic Tasks

Create Proposal Templates

Edit Proposal Templates

Advanced Tasks

Apply Filters

 

Create Proposal Templates

You can create a new proposal from scratch containing general or common data that you want to copy to similar new proposals and then save it as a template. You can also save an existing proposal as a template. This can be done from the Proposals screen.

To create a proposal template:

    1. Open the Proposals screen from the side menu > CRM > Proposals.


    2. In the list view, select a proposal on the grid that you want to convert into a template and click https://www.bqecore.com/webapp/help/dropdown-caret.png  to select Save as Template.

    3. On the Save Proposal as Template dialog, enter the required information:

      • Name: Name of the proposal template.

      • Description: Description or additional information about the proposal template.

    4. Click Save as Template. The proposal gets saved as a template and can be reused to create more proposals.

Edit Proposal Templates

You can view and edit your proposal templates in Core.

To do so:

    1. Open the Proposals screen from the side menu > CRM > Proposals.
    2. In the list view, click More > Proposal Templates on the action bar.
    3. On the Proposal Templates screen, select a template on the grid and click https://www.bqecore.com/webapp/help/dropdown-caret.png to select View Details.

    4. In the detail view, enter more details or make your changes.

    5. Click Save & Done.

Apply Filters

To view selective data on the grid, watch this video or follow these steps:

    1. Open the Proposals screen from the side menu > CRM > Proposals.

    2. In the list view, click More > Proposal Templates.

    3. On the Proposal Templates screen, click on the right.


    4. On the Filters panel, select a filter from the drop-down and specify individual records or range.

    5. Click Add Filters to specify more filters.

    6. When you have finished, click Apply Filter. You can see selective data now.

    7. In the list view, you can remove the individual filters by clicking on each. To disable applied filters temporarily or remove all filters, click next to the Filters icon and select Disable Filters or Clear All, respectively.

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