After a manager approves an agreement under negotiation, you can generate and download a proposal. Send the proposal to your customer for review to confirm the agreement terms. Once the customer agrees to them, you can publish the agreement under negotiation to finalize the deal.
Learn how to work with proposals:
Tip
To learn how to configure proposals, read Add and configure proposal report templates.
Create a proposal
From the application left navigation area, select Agreement.
From the top navigation bar, select Agreements (Under Negotiation).
Scroll or search to locate the agreement and select it from the list.
From the top button bar, select Reports > Generate Proposal.
Configure the proposal:
Proposal Options—Select one or more options to include with the proposal.
Proposal Settings—Select format and language settings, and proposal templates.
Turn on or off the Save Proposal as Attachment switch. For details, read the section below.
Select Download.
Save the latest proposal as an agreement attachment
You can save the latest generated proposal as an agreement attachment. To do this, while creating a proposal, set the Save Proposal as Attachment switch to YES.
Tip
Only the latest proposal is saved. When you create a new proposal, it overrides the previous proposal in the attachments.
To open the latest proposal, follow these steps:
From the application left navigation area, select Agreement.
From the top navigation bar, select Agreements (Under Negotiation).
Scroll or search to locate the agreement and select it from the list.
From the top navigation bar, select Attachments.
Select the latest_generated_proposal folder.
Mark proposal as sent
To mark the proposal as sent in the agreement under negotiation:
From the application left navigation area, select Agreement.
From the top navigation bar, select Agreements (Under Negotiation).
Scroll or search to locate the agreement and select it from the list.
From the bottom button bar, select Actions > Mark Proposal as Sent.