- To install the Online Proposals application, go to Apps and search for the online proposal, you have to remove the default Apps filter as an online proposal is not a primary application. Click on the INSTALL button. On successful installation of the application, you will be taken to the homepage.
- Go to Sales | Configuration | Quotation Templates and click on Create button to create a new quotation template. Using quotation template a salesman can create a beautiful template in a minute and send to the prospect for the approval.
Let's create a quotation template of Modular kitchen - basic pack that consists of platform stone, Double door refrigerator, Microwave oven, Drawer set and Low height cabinet:
You can add the Suggested ...