Step-by-Step Guide to Creating and Managing Proposals in the Finance Dashboard

STEP 1: Click on "Finance" to Access Financial Overview

• Navigate to the left sidebar of the dashboard.
• Click on the Finance link to view financial documents and summaries.
• This section includes policy document overviews and commission details.
• Ensure to check for any required acknowledgments or signatures in the displayed tables.

STEP 2: Click on "Proposal" to Access Proposal Section

• Navigate to the sidebar menu.
• Click on the Proposal option highlighted in red.
• This will direct you to the Proposal section where you can manage proposals and related documents.
• Ensure you have the necessary permissions to access this section.

STEP 3: Click on "Create Proposal"

• Navigate to the Proposal section.
• Click the Create Proposal button highlighted in the interface.
• Ensure all required fields marked with an asterisk (*) are filled out in the upcoming form.
• Review any optional fields to enhance your proposal.
• Proceed to the next step by selecting "Lead Contacts."

STEP 4: Select "Lead Contacts"

• Click on the Lead Contacts field (marked with an asterisk) to select a contact.
• Ensure you choose a valid contact from the dropdown list.
• This field is mandatory, so make sure to fill it before proceeding.
• After selecting, you can move on to the next step by selecting Deal.

STEP 5: Select "Deal"

• Click on the "Deal" field highlighted in red.
• Ensure to fill in the required information as indicated by the asterisk (*).
• This field is mandatory for proceeding with the proposal.
• After selecting the deal, continue to the next step to enter the "Valid Till" date.

STEP 6: Enter "Valid Till"

• Click on the "Valid Till" field to set the expiration date for the proposal.
• Ensure the field is marked with an asterisk (*) indicating it's a required input.
• Enter the date in the format YYYY-MM-DD.
• Review other fields in the Proposal Details section for completeness.

STEP 7: Select Currency

• Click on the "Currency" field highlighted in red.
• Choose the appropriate currency from the dropdown menu.
• Ensure that the selection aligns with your proposal requirements.
• Proceed to the next step by selecting from "Calculate Tax".

STEP 8: Click "Calculate Tax" to Set Tax Calculation Method

• Locate the "Calculate Tax" dropdown in the Proposal Details section.
• Click on the dropdown to view available options.
• Select your preferred tax calculation method (e.g., "After Discount").
• Ensure all required fields are filled before proceeding to the next step.

STEP 9: Click "Description" to Add Proposal Details

• Locate the "Description" section highlighted in red.
• Click on the area to open the text editor.
• Enter relevant details about the proposal.
• Use formatting options (bold, italics, etc.) as needed.
• Ensure all required fields are filled before proceeding.

STEP 10: Click on "Select Product"

• Navigate to the "Select Product" dropdown.
• Click to view available product options.
• Choose the desired product from the list.
• Ensure to fill in any required fields marked with an asterisk (*).
• Proceed to the next step by entering the "Quantity."

STEP 11: Enter Quantity in the Proposal Form

• Click on the "Quantity" field highlighted in red.
• Input the desired quantity for the selected product.
• Ensure the quantity is a positive integer.
• Review other fields for accuracy before proceeding to the next step.

STEP 12: Enter "Unit Price"

• Click on the "Unit Price" field in the proposal form.
• Ensure that the quantity is already entered.
• This field is essential for calculating the total amount.
• After entering the unit price, proceed to the next step to upload a file.

STEP 13: Click to Upload a File in "Choose a file"

• Locate the "Choose a file" button highlighted in red.
• Click on the button to open the file selection dialog.
• Select the desired file from your device.
• Ensure the file is uploaded successfully; look for any error messages if it fails.
• Proceed to the next step by clicking on "Add Item."

STEP 14: Click on "Add Item"

• Click on the "Add Item" button to include a new item in your proposal.
• Ensure to fill in the required fields such as Item Name, Description, Quantity, and Unit Price.
• Optional fields may include Discount and Tax.
• After adding items, proceed to write a note for the recipient in the next step.

STEP 15: Click on "Note for the Recipient"

• Locate the highlighted area labeled "Note For The Recipient."
• Click on the text area to enter your message.
• Provide a personalized note for the recipient (e.g., "Thank you for your business").
• Ensure that the note is clear and concise.
• Proceed to the next step by clicking on the "Save" button.

STEP 16: Click on "Save" to Finalize Your Proposal

• Ensure all required fields are filled out, including "Item Name" and "Quantity."
• Review the "Note For The Recipient" section for any additional messages.
• Click the Save button located at the bottom of the form to save your proposal.
• Confirm that the proposal is saved successfully before exiting.