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Creating a Digital Sales Proposal
- Once you have chosen the proposal that you want to create a digital proposal for, click the button 'create proposal' - A page will open where you can choose from an existing template or you can build a proposal from scratch. Building a proposal ...
Where is the new Digital Sales Proposal found?
- Open an existing proposal and scroll down to the tile that reads 'Sales Proposal' - Click this and you can begin creating a digital proposal - Use one of the templates provided, or create one from scratch. You can learn more about creating a ...
Sales Quote Configuration
Firstly when creating a Quote within Specifi, you will need to configure your Sales Quote. This can be done in the 'Sales Quote Config' tab located under Settings in the left hand menu. The first tab is where you set up your About Us page. In here ...
Creating a Sales Quote
When you have added all of the products to your Proposal, you are ready to finalise your Sales Quote and send to the client Within the Proposal that you wish to raise a Sales Quote for, navigate to the Sales Quote Module near the bottom This opens a ...
Creating a Proposal
Within the ‘Proposals and Projects’ tab select ‘Proposals’ - From here you can see all of your proposals which have been created Click ‘Create Proposal’ on the top right hand side This will open a form for you to fill in details such as the name, ...