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Create Proposals in Bookkeeping Records Module

Applies to
  1. On the eWay-CRM ribbon in Microsoft Outlook, click New and select Bookkeeping Record.
  2. Add New Bookkeeping Record


  3. Choose a Name, select the type called Issued Proposal. Click Active. Also, select Customer and Superior Item if you want to add the proposal to a business deal or a project.
  4. Fill Values of Bookkeeping Record


  5. Add products/services into the bookkeeping record. You can search them by ID or Name. You can change the Quantity, Sale Price or apply a Discount. For more information about the Products module, please go to our Documentation.
  6. Insert Product


  7. As soon as you make the proposal, save it.

  9. Click Send as PDF and select the Proposal template. The PDF file will be crated and you can send it right away.
    This template is only an example, we are able to prepare a template that meets your needs and graphic specifications.
  10. Export to PDF

Creating an invoice is similar. Just choose the Sales Invoice in step 2.

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