The Commercial Proposals Module in MokoCRM allows users to create, send, and manage sales quotations for prospects and customers. Proposals can include products, services, pricing, terms, and can be converted into invoices or orders once accepted.
The Commercial Proposals Module in MokoCRM allows users to create, send, and manage sales quotations for prospects and customers. Proposals can include products, services, pricing, terms, and can be converted into invoices or orders once accepted.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Commercial Proposals - Click Activate
- Optional: Configure default numbering, PDF templates, and status workflows under module settings
📝 Creating a Proposal
- Go to Commercial Proposals → New Proposal
- Select a linked third party (customer or prospect)
- Enter proposal details:
- Title
- Proposal date
- Validity period
- Terms and conditions
- Add product or service lines:
- Description
- Qty, Price, Discount, and Tax
- Save the proposal and generate the PDF
📨 Sending and Tracking
- Download and email the PDF directly from the proposal record
- Use predefined email templates for consistency
- Mark proposals as Sent to log activity
- Status can be updated to Signed, Refused, or Canceled
🔁 Converting Proposals
- Convert an accepted proposal into:
- Customer Order
- <s