Proposals

A deal can carry more than one proposal. Each proposal is a separate priced offer with its own line items, and you build and track them on the deal's Proposals tab. Renegotiating a deal means creating a new proposal rather than editing the one a customer already saw, so the record always shows what was actually offered.

Creating a proposal

On a deal with no proposals yet, the tab reads "No proposals yet." and the button reads New proposal. Click it to create a blank Proposal 1 in draft status with no lines.

Once a proposal exists, the same button reads New revision instead, and clicking it creates the next numbered proposal (Proposal 2, Proposal 3, and so on) as a copy of the current proposal's lines. Copying duplicates the frozen line data exactly, without re-pricing from the catalogue or re-resolving tax rates, so a revision starts as a faithful copy of what you can then change.

A proposal's currency is frozen from the deal's currency the moment it's created, so changing the deal's currency afterward doesn't restate what a past proposal said.

Current proposal and history

The current proposal is always the highest-numbered one on the deal. It's the only proposal that opens with a line-item editor beneath it, because editing the live offer is what you do most. Every earlier proposal collapses into an Earlier proposals list below, shown as a row with its number or title, status, line count, total, and the date it was sent, accepted, or rejected.

Proposal status

Every proposal starts draft and moves through a one-way ladder. Each state offers only the next step forward:

• Draft: click Mark sent to move it forward.
• Sent: click Mark accepted or Mark rejected.
• Accepted or rejected: terminal. There's no button to move a decided proposal back or sideways. To change your mind, create a new proposal instead.

Adding line items

Below the current proposal's line table are two buttons. Add custom drops in a new row named New item priced at zero, ready for you to edit. Add from catalog opens a dropdown of your saved products with their prices; picking one drops in a row pre-filled with that product's name, unit price, and default tax rate. Every field on either kind of row stays editable afterward, and Manage catalog… at the bottom of that dropdown takes you to the Products & services page.

Each cell in a row is click-to-edit: click a value to turn it into an input, then Enter or clicking away commits it, and Escape reverts it. The columns are:

• Item: the line's name. Clearing it reverts to "Untitled" rather than saving a blank name.
• Qty: a whole number, at least 1.
• Unit price: the per-unit price in the proposal's currency. Cannot be negative.
• Discount: an absolute amount taken off the line, not a percentage. It can't exceed the line's gross (quantity × unit price); a larger discount is rejected.
• Tax: defaults to No tax. Pick from your named tax rates instead, each shown as name plus percentage. Tax is calculated and frozen onto the line the moment you set it; editing the rate later in settings does not retroactively change lines that already used it.

Editing and removing lines

Edit any cell in place as above. The trash icon at the end of a row removes the line immediately. Below the table, a Subtotal / Tax / Total summary recalculates after every add, edit, or removal.

How a proposal sets the deal's amount

Editing lines on a draft or sent proposal does not touch the deal's amount on the Overview tab. Until a proposal is accepted, the deal's amount stays whatever you typed by hand: an operator's estimate, not a derived figure.

Marking a proposal accepted writes the deal's amount from that proposal's total and logs it as an activity. From then on, editing that accepted proposal's lines keeps the deal amount in sync with it.

Deleting a proposal

Only a draft proposal can be deleted, using the Delete button on its header. A sent, accepted, or rejected proposal has no delete option: "Only a draft proposal can be deleted. Reject it instead to keep the record." Deleting a draft cascades to its line items.