Accept/Reject a proposal

Purpose: Accepting a proposal in sales signifies the end customer's agreement and commitment to move forward with the offered products or services. It is a formal acknowledgment of the terms presented in the proposal, indicating a positive decision to proceed with the business arrangement outlined. The acceptance often triggers the next steps in the sales process, which is the job creation.

Accept a proposal

  • Proposals can be accepted in two ways.
    • By office person.
    • By end customer.

By Office person

Once the Customer informs via a call or email that the proposal is good to proceed, the office person can accept the proposal in two ways.

  • Search the customer > Click the customer name > View the opportunity under On going works > Accept.

    Accepting a proposal 1.1.png

  • In Opportunities tab, drag the opportunity to bottom of your screen, choose 'Won' and complete the below steps.
    • Options: If the proposal has more than one pricing, then choose the required option > Next.
    • Additional: If any Add-ons are in proposal, choose the required or ignore and click Next.
    • Confirmation: Provide required information > Next.
    • Deposit payment: Summary of the total cost along with the deposit amount will be displayed > Accept.
    • Proposal confirmation: Confirmation message and job is created.

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By Customer

In Email, click the proposal link and the proposal will open in Commusoft portal.

Enter the necessary information following the steps outlined in 'Office person' acceptance, and the proposal confirmation will be displayed.

 

Reject a proposal

  • Proposals can be rejected in two ways.
    • By office person.
    • By end customer.

By Office person

Once the Customer informs via a call or email that the proposal is rejected, the office person can reject the proposal in two ways.

  • Search the customer > Click the customer name > View the opportunity under On going works > Reject.

Reject a proposal 1.4.png

  • In Opportunities tab, drag the opportunity to bottom of your screen, choose 'Lost' and complete the below steps.

Reject a proposal 1.1.png

By Customer

  • In Email, click the proposal link and the proposal will open in Commusoft portal.
  • Decline proposal > Reason for rejection > Decline proposal.

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