Create Proposals in Bookkeeping Records Module

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



 

2. 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.



3. 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.



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

 

5. Click Export to Word > Proposal. A Microsoft Word template will open with predefined data.
   This template is only an example, we are able to prepare a template that meets your needs and graphic specifications.



6. Click File > Share > Send as PDF. A new email will appear with your quote attached as PDF. Send the email.

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