How to create a new proposal from V2 Zuper Web App?

Proposals give an effective way to sell & upsell services to customers. With Proposals, technicians can present the good, better, and best options, allowing customers to select the estimate that best fits their needs. Send proposals with photos, services, and costs in a digital format to simplify the sales process.

                                                                                            

                                                                           

If you are unable to access the Proposal related configuration, please contact Zuper support to enable this feature for your account

Navigation: Settings -->Configuration Settings --> Quotes & Invoices

a. Service Packages:

A service package is a proposed structured offering of specific solutions or services to a potential customer or client. You must specify the service package first.

Note: This is an optional step.

1. Select the “Settings” icon from the left navigation menu. Under the “Configuration Settings,” click the “Quotations & Invoices” section.

2. Select the “Service Packages” and click the “+ New Package.”

3. Under the “Service Package Details” section:

Name – Enter the name of the service package.

Description – Enter the description of the service package.

Remarks - Enter the comments.

Click the “+ Add Item” button to add the parts and services. 

4. . Once you enter/select all the information, click the “Create Package” button.

5. The service package is created successfully.

i. Click the reorder button   to rearrange the service package line items.

 

2. ii. Click the “Clone” icon to duplicate the service package.

iii. Click the “Edit” icon to modify the service package.

iv. Click the “Deactivate” icon to deactivate the service package.

b. Proposal Templates:

 Navigation: Settings -->Configuration Settings -->Quotes & Invoices

The proposal templates are predefined templates to create the proposals easily. This template is a basic format for creating a quote proposal. You can customize it to include specific details related to your products or services.

1. Select the “Settings” icon from the left navigation menu. Under the “Configuration Settings,” click the “Quotations & Invoices” section. 

 

2. Select the “Service Packages” and click the “+ New Proposal Template.”

3. . Under the “Service Package Details” section:

Name – Enter the name of the service package.

Description – Enter the description of the service package.

Remarks - Enter the comments.

Click the “+ Add Item” button to add the parts and services. 

4. 

Click the “+Add Package” button to add the “Service Package.”

 

5. Select the service package and click the “Save” button.

6. Click the “Save Template" button to save the template.

7. The proposal template is created successfully.

 

c. Create a New Proposal

Navigation: Accounting --> Quotes and Invoices --> + New --> Proposal

With the service package and proposal template creation, you can now send the proposal to the customer.

This is optional. You can build a proposal from scratch.

1. Select the Accounting module from the left navigation menu and choose the “Quotations

” module.

Click the “+New” button and choose the “Proposal.”

 

Mobile:

 

2. . Select the “Proposal Template” and click the “Choose Template” button.

Note: You can build the proposal from scratch. 

3. You can upload a proposal image using the “Click to upload image” button.

 

4. You can view the uploaded image. You can also copy the proposal option or delete the proposal option.

 

Mobile:

 

5. Choose either “Customer” or an “Organization.”

 

6. Enter the proposal details.

Proposal Title (Mandatory Field) – The proposal title will be auto-generated based on the customer's name, and we can change it if required.

Proposal Date (Mandatory Field) – Select the date on which the proposal is created.

Expiry Date (Mandatory Field) - Select the date on which the proposal expires.

Quote Template (Mandatory Field) - Select the quote template from the drop-down list. 

  

7. Click the  edit icon to modify the package details. Click the “Save” button to save the proposal.

 

8. Modify the proposal details and click the “Save” button.

 9. A “Save as Draft” pop-up will appear. Click the “Save” button to save the proposal.

 

10. The proposal is created successfully.

11. Click the “Send” button to send the proposal to the customer.

 

12. Select one of the proposal options and click the “Mark as Accepted” button.

 

Mobile:

13. . An “Accept Proposal” pop-up appears. Click the “Accept” button to accept the proposal.

 

14. Once you accept the “Proposal,” the proposal is auto-turned into a “Quote.”

Note: You can also decline the Quote or request for change as well. 

15. You can use the “Filter by Proposal” option and choose “Yes” to filter the proposal line items.

Click the “Apply Filter” button to apply the filter. 

 

16. The “Filter by Proposal” is applied successfully.

With this new feature, businesses can send a proposal involving a company or individual submitting a formal proposal to offer their products, services, or solutions to another business or organization in response to a specific request, opportunity, or business need.

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