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Proposals CRM

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ourerp.org/crm/proposals CRM Proposals Our ERP · blueprint preview

Sends and tracks business proposals emailed to contacts, built from the business's proposal template, and lets you review what was sent.

The table lists every proposal sent, showing the contact, subject, who sent it (sent_by) and the date. The View action opens a proposal's full body, cc/bcc recipients and any attached documents.

When a proposal template has been configured for the business and the user holds crm.access_proposal, a Send button appears that opens the send-proposal screen: pick a contact, then subject, body, cc and bcc are submitted to create the proposal record, email it to the contact, and copy the template's attachments onto that proposal.

Access requires the CRM module subscription; a non-admin user only sees the proposals they personally sent, while an admin sees all of them.

Step-by-step Workflow

  1. Set up a proposal templateAn admin configures the default proposal template content and attachments beforehand, under Proposal Template settings.
  2. Click SendUse the Send button to open the send-proposal screen.
  3. Choose the contactPick the lead or customer the proposal is for.
  4. Compose and submitFill in subject, body, cc and bcc, then submit; the proposal is emailed to the contact and template attachments are copied to it.
  5. Review sent proposalsUse View on any row to see exactly what was sent and when.