Step-by-Step Guide to Managing Proposals on BizCRMApp: Viewing, Editing, Sending, and Invoice Creation

STEP 1: Click on "Proposals" to Access Options Menu

• Navigate to bizcrmapp.com.
• Click on Proposals in the sidebar.
• Locate the Options Menu icon (highlighted area).
• Click the icon to reveal additional options related to proposals.

Ensure to check for any required fields marked with an asterisk (*) in the options that appear.

STEP 2: CLICK on "View" to Access Proposal Details

• Navigate to the "Proposal" section.
• Locate the "View" link in the action column of the desired proposal.
• Click on "View" to open the proposal details for further review.
• Ensure to check any additional options available in the options menu after viewing.

STEP 3: CLICK on "Options Menu"

• Navigate to the highlighted area in the proposal table.
• Click on the options menu icon (represented by an "I").
• This action will reveal additional options related to the selected proposal.
• Ensure you have the necessary permissions to access these options.

STEP 4: CLICK on "Public Link" to create public link

• Navigate to the "Proposal" section.
• Locate the "Public Link" option highlighted in red.
• Click on the "Public Link" to generate a public link for the selected proposal.
• Ensure you have selected the correct proposal before clicking.

STEP 5: CLICK on "Option Menu" to access additional actions

• Navigate to the highlighted area in the proposal table.
• Click on the icon to open the option menu.
• Review available actions related to the selected proposal.
• Ensure to check for any additional prompts or options that may appear.

STEP 6: CLICK on "Download" to download the proposal

• Navigate to the "Action" column in the proposals table.
• Locate the "Download" option highlighted in red.
• Click on the "Download" link to initiate the download of the selected proposal.
• Ensure that your browser settings allow downloads for a smooth process.

STEP 7: CLICK on "Option Menu" to access additional actions

• Locate the highlighted area in the "Action" column of the proposal table.
• Click on the three-dot menu icon to reveal more options related to the selected proposal.
• Review available actions such as "Edit," "Delete," or others that may appear.
• Proceed to select the desired action for further processing.

STEP 8: CLICK on "Edit" to edit proposal

• Navigate to the "Proposal" section.
• Locate the proposal you wish to edit.
• Click on the "Edit" link in the "Action" column for the selected proposal.
• Ensure all necessary fields are filled out as indicated by any asterisks (*) for required inputs.

STEP 9: CLICK on "Option Menu"

• Navigate to the highlighted area in the proposal table.
• Click on the "..." (Option Menu) to access additional actions for the selected proposal.
• Ensure you have selected the correct proposal before proceeding.
• This action allows you to manage the proposal further, such as sending or editing it.

STEP 10: CLICK on "Send" to send the proposal to client

• Navigate to the "Proposal" section.
• Locate the proposal you wish to send.
• Click on the "Send" link highlighted in the action column.
• Ensure all necessary details are filled out before sending.
• Confirm the action to dispatch the proposal to the client.

STEP 11: Click on "Option Menu" to Access Additional Actions

• Locate the option menu icon in the highlighted area.
• Click on the icon to reveal additional actions related to the selected proposal.
• Review the options available for further actions, such as editing or deleting the proposal.
• Ensure you have the necessary permissions to perform the desired action.

STEP 12: CLICK on "Create Invoice" to create an invoice

• Navigate to the highlighted area in the table.
• Click on the "Create Invoice" link to initiate the invoice creation process.
• Ensure all required fields are filled out in the subsequent form.
• Review any optional fields marked with an asterisk (*) for additional information.