You can easily create tasks, reminders, notes in proposals by going proposal -> view in that more option button.Where we can create tasks etc to particular employee or staff. Only assigned employees can perform the those tasks.
Where we can set a default sms for the proposal created, proposal accepted and proposal rejected?
LaraOffice provides a feature where we can set the default sms for the proposal created ,proposal accepted and proposal rejected so on by simply going to Global settings->SmsTemplates->proposal-created etc, there we can create/edit the proposal- created template and also if you want to edit for a particular sms we can edit while sending the sms itself.
Where we can set a default mail for the proposal created?
LaraOffice provides a feature where we can set the default mail for the proposal created by simply going to Global settings->Email Templates->proposal-created etc , there we can create/edit the proposal – created template and also if you wanted to edit for a particular email we can edit while sending the email itself.
How to set default Terms & Conditions , Admin notes and Client notes in proposal?
It’s very simple and easy in LaraOffice to set default Terms and Conditions , Adimin notes and Client notes for the proposals we can directly go to global settings->Master settings->proposal settings ->settings there we can set the default Terms and conditions ,Admin notes and Client notes.
Can we create a duplicate proposal record?
Yes, Laraoffice provides a feature where we can create duplicate proposal record with different number. So that same proposal can be used multiple times.
Is it possible change proposal start number ?
Yes, there is an option in laraoffice where we can change the proposals start number from Global settings -> Master settings -> Proposal settings ->Settings ->proposal start field. By replacing the number proposal start field you change the proposal start number.
How can we change the proposal prefix?
By default We can generate the proposal prefix by going to Global settings -> master settings -> proposal settings ->settings. If you want change the proposal prefix you can change by using above path.
How to search the proposal based on customer name and currencies?
There is custom filter option in laraoffice where we can search the records based on customer. There is dropdown which displays the all contacts name including leads and customers. And also based on proposals total accepted,total delivered, total rejected, we can search the records of the proposals.
How to search the proposals based on types like proposal date, proposal duedate and payment status?
There is custom filter option in laraoffice where we can search the records based on proposal date, proposal duedate . And also based on payment status proposal accepted, proposal rejected, proposal delivered, we can search the records of the proposals.
How to get total count of proposals?
LaraOffice provides the feature where we can get count of total proposals . And maintain the individual status like total accepted, total rejected, total delivered.
