Proposal Listing in Commerce Module
The proposal listing feature is designed to help sales teams keep track of their proposals, their status, and other relevant details.
Here's how a typical usage scenario might look:
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Accessing the Proposal Listing: A user logs into the commerce Module navigates to the "Proposal" section within the commerce module.
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Viewing the Proposal List: Upon entering the "Proposal" section, the user is presented with a list of proposals.
Each proposal is represented as a row with several columns displaying information about the proposal.
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Proposal #: A unique identification number for each proposal.
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Subject: A brief description or title of the proposal.
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To: The intended recipient or client for the proposal.
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Total: The total amount or value associated with the proposal.
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Date: The date on which the proposal was created.
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Open Till: The deadline or validity period of the proposal.
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Project: The project or opportunity related to the proposal.
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Tags: Relevant tags or labels associated with the proposal.
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Date Created: The date when the proposal listing entry was created.
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Status: The current status of the proposal (e.g., Draft, Sent, Accepted, Rejected).
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Creating New Proposals: Users can click a "New Proposal" button to create a new proposal. Once created, the new proposal would appear in the proposal listing.
Figure 1 Proposal Listing