Proposals

Sales Management – Proposals

The Proposals feature within the Sales Management module centralizes the creation, management, and approval of commercial proposals issued to customers.
A proposal may include pricing structures, financial calculations, timelines inherited from estimations or previous proposals, customer information, configurable exchange rates, and supporting documentation used throughout the sales cycle.

Important

All values shown in this article — including companies, currencies, contacts, work items, discounts, margins, and amounts — are illustrative.

Actual fields and behavior depend on system configuration defined in:

Control Center → Sales Management → Proposals
Control Center → General Settings (Currency, Contacts, Accounts, Pipelines)
Control Center → Sales Pipelines

Access Path

Sales Management → Proposals

1. Purpose of Proposals

The Proposals feature enables organizations to:

Create commercial proposals from scratch, from an Estimation, or from another Proposal
Inherit work plans and financial structures or define them manually
Assign detailed customer and account information
Apply discounts, margins, markup rules, and payment terms
Adjust the execution timeline when importing work plans
Attach supporting documentation
Track proposal progress through an optional Sales Pipeline

This ensures accurate pricing, consistency across proposals, and full traceability throughout the sales lifecycle.

2. Proposals Landing Page

The landing page presents all proposals in a tabular view.

key Columns

Name
Owners
Financials
Companies
Work Items (Yes/No)
Status
Fronting Company
Currency
Estimation
Valid After
Expire Date
Closing Date
Payment Types
Total Product Cost
Total Services Cost
...

Actions

Add Proposal
Refresh
Filters
Export
Column selection

3. Creating a Proposal

Users can create proposals in one of three ways:

Import from Estimation
Import from Proposal
Manual Proposal (no inheritance)

The Overview tab determines the creation method and available fields.

4. Add proposal

4.1 Overview Tab

Defines the proposal’s general settings.

Fields

Field	Description
Import From	None, Estimation, or Proposal. Determines inheritance source.
Estimation / Proposal To Import	Mandatory when an import source is selected. Loads financial data and work items.
New Start Date	Optional. When provided, timelines of inherited work items shift accordingly
Name*	Required name of the proposal.
Companies	Internal company associated with proposal.
Fronting Company	Company issuing or delivering the proposal.
Currency*	Currency used for all financial calculations.
Work Items (toggle)	Enables viewing/editing of work items (inherited or manual).

4.2 Customar Tab (Add Proposal)

The Customer tab defines or overrides the customer information linked to the proposal.

Depending on inheritance:

If importing from Estimation or Proposal → fields may auto-populate.
If creating manually → user must provide customer details.

This ensures correct integration with Sales, Billing, CRM, and Finance processes.

Field	Description
Person	Select an individual customer/contact person (optional).
Company	Select the customer’s company. May auto-fill address and tax details.
Contact	Specific contact associated with the company. Filtered by company.
Account	Specific contact associated with the company. Filtered by company.
Name*	Required customer name shown on the proposal.
Address	Customer address. Auto-filled when available; can be edited
Tax Number	Customer fiscal identification number

Action	Behavior
Import from Estimation / Proposal	All available customer fields auto-populate.
Manual Proposal	User must manually select or enter customer data.
Changing Account or Company	Updates Contact, Address, Tax Number when applicable.
Save	Customer details are stored and used throughout the proposal lifecycle.

5. Work Items Logic

Work Items can be inherited or manually created depending on the creation method.

5.1 Import From Estimation

Work items are fully inherited.
Structure, phases, effort, hierarchy, and costs are preserved.
New Start Date shifts all associated dates.
If the Work Items toggle = OFF, no work items appear.

5.2 Import From Proposal

If an existing proposal is selected:

Work items are cloned exactly from the selected proposal.
New Start Date shifts dates.
Turning Work Items toggle OFF hides them.

5.3 Manual Proposal

If no inheritance is selected:

When Work Items toggle = ON, the user manually builds the cost structure using the Requirements / Work Items tab (label depends on configuration).
When Work Items toggle = OFF, no work plan is created.

6. Proposal Details Page

After saving, the proposal opens with all main sections.

6.1 Header Information

Header Fields may include:

Name
Currency
Companies
Fronting Company
Estimation
Valid After
Expire Date
Closing Date
Pipeline
Payment Types
Payment Terms
Opportunities
Reason for Proposal Outcome
Discount Type
Discount %
Owners
Financials

Displayed fields depend on configuration.

7. Optional Sales Pipeline

A Sales Pipeline may be linked to the proposal.

This section only appears when a pipeline is assigned to the proposal.

It displays:

Pipeline stages (e.g., Drafting, Review, Submitted, Negotiation, Approval, Execution)
Current status indicators
Percentage completion
Expected duration
Stage workflow transitions

This provides customer engagement and progress tracking throughout the proposal process.

8. Summary Tab

The Summary tab aggregates pricing, profitability, and effort.

Displayed Totals

Total Cost
Discount Total
Total Sell Price
Margin Amount
Margin Percentage
Effective Margin Amount
Effective Margin Percentage
Total Effort

Each Work Item (or Requirement) row includes:

Column	Description
Total Cost	Internal cost for the item.
Discount Total	Total applied discount.
Net Sell Price	Selling price after margin & discount.
Margin Amount / %	Profit before discount.
Effective Margin Amount / %	Profit after discount.
Effort	Total hours associated with the item.

Supports Expand All and Collapse All.

9. Work Items / Requirements Tab

This tab behaves differently depending on whether inheritance is enabled.

9.1 Inherited Work Items (from Estimation or Proposal)

Automatically generated.
Maintain structure, hierarchy, and dependencies.
Users may edit fields according to permissions.
New Start Date shifts all timelines.

9.2 Manual Work Items / Requirements Tab (No Inheritance)

When manually created, the Requirements table appears.

Manual Cost Line Fields

Field	Description
Include	Toggles whether the item contributes to totals.
Category	Service classification (e.g., Consulting, Engineering).
Name	Description of the service or deliverable.
Code	Optional internal code.
Unit Cost	Cost per unit.
Exchanged Unit Cost	Unit cost converted using exchange rates.
Margin Amount	Monetary margin.
Margin Percentage	Margin expressed as a percentage.
Discount Amount	Monetary discount.
Discount Percentage	Percentage discount.
Net Unit Sell	Selling price after margin and discount.
Quantity	Number of units.
Tax Percentage	Applicable tax rate.
Gross Sell Price	Price after tax.
Effective Margin Amount	Margin after discount.
Effective Margin Percentage	Effective margin percentage.
Total Cost	Unit cost × quantity.
Net Sell Price	Net unit sell × quantity.

Buttons available:

Add New → Creates a new service line
Horizontal scroll → Shows additional calculated fields

10. Exchange Rates Tab

Users may define or override exchange rates used to calculate item costs and margins.

Field	Description
Source Currency	Currency being converted.
Rate	Conversion rate.
Type	Type of exchange rate (configured values).
Valid After	Date/time from which the rate applies.

Effects:

Updates Exchanged Unit Cost
Impacts margin and sell price calculations

11. Customer Tab

After creation, customer details can still be viewed or updated.

Fields included:

Person
Company
Contact
Account
Name*
Address
Tax Number

This ensures consistent customer identification in downstream processes.

12. Documents Tab

Users may upload:

Proposal drafts
Attachments
Legal terms
Supporting files

Upload methods:

Drag & Drop
Browse

13. Recommendations

Use inheritance (Estimation or Proposal) whenever possible for accuracy.
Validate Exchange Rates before finalizing financial amounts.
Ensure customer data is aligned with Accounts and CRM.
Review profitability in the Summary tab before sending the proposal.
Attach all relevant documentation to ensure compliance and traceability.

Sales Management – Accounts
Sales Management – Opportunities
Sales Management – Estimations
Operations Management – Invoicing