Creating a Proposal in Quotify

Creating proposals in Quotify lets you send personalized offers to leads or customers with ease.

🛠 Step-by-Step: Create a New Proposal

1. From the main menu, go to Sales → Proposals.

2. Click the ➕ Create Proposal button (top left).

3. Choose who the proposal is for:

   • 🔹 Related To: Select Lead or Customer

   • 🔹 Select the specific lead or customer from the dropdown.

     • ✅ Their information will auto-fill on the right side (you can still edit this).

4. Set the Status:

   • Draft (not visible to customers)

   • Open (customer can view, accept, or decline)

5. Set the Open Till date:

   • This defines how long the customer has to take action.

   • You can set default due duration in Setup → Settings → Finance → Proposal.

6. Currency:

   • For leads, you can select any currency.

   • For customers, the system will use the customer’s currency.

7. Enable or disable Allow Comments:

   • If enabled, customers can reply or negotiate via comments.

8. Click Save to generate the proposal.

✍️ Adding Proposal Content

Once the proposal is saved, you’ll be redirected to the Proposal Preview Page, where you can edit its content.

• The default content includes the merge field {proposal_items} — this auto-displays the list of items added to the proposal.

• To add more content:

  • Click inside the editor and begin typing.

  • No need to save — your content is auto-saved.

  • Optionally, press CTRL + S to save manually.

🧩 Use Merge Fields for Dynamic Content

Save time and ensure consistency by using Merge Fields:

• Click Available Merge Fields to view and insert placeholders like:

  • {customer_name}

  • {proposal_items}

  • {proposal_to}

• This is useful when duplicating templates across multiple proposals.

🔁 Copy a Proposal

Need to reuse an existing proposal?

1. Open the proposal.

2. Click More → Copy.

3. A duplicate will be created and ready to edit or send.