Adding and sending a new proposal

How to create and send a proposal.

You can only add proposals for existing members or contacts.

To add a new proposal

  1. If the side menu is not visible, click .

  2. In the side menu, click Operations.

  3. In the Customers section, click Members & Contacts.

  4. Select a member or contact you want to create a proposal for.

  5. Click CRM and then Proposals.

  6. Click Add proposal.

  7. In the Add new proposal section, select:

    • a person who you want to be notified about the status of the proposal from the Responsible drop-down list

    • your Nexudus Spaces location from the Issued by drop-down list

    • a person to whom you want to send the proposal from the Customer drop-down list

  8. Optional: Enter any information you want to include in your proposal in the Notes textbox.

  9. In the Contract section, select your desired plan from the Plan drop-down list.

  10. In the Quantity textbox, type the number of units of the selected plan that you want to include in the proposal.

  11. In the Billing Day textbox, type the day of the month an invoice will be sent to the customer.

  12. In the Start Date and Cancellation Date date fields, select a period for your potential contract to be active.

  13. In the Desks / Offices drop-down field, select a unit from your floor plan to allocate to the proposal.

  14. In the Unit Price textbox, type the price for floor plan units.

  15. Optional: If you want to apply a discount that is already defined in your Spaces account, select it from the Discount Code drop-down field.

  16. Optional: If you want to attach a document that your customer must review or sign, click Add documents to review or sign and then select or upload your document.

  17. Click Save.

Creating a new proposal

To send a proposal to a prospective customer

  1. If the side menu is not visible, click .

  2. In the side menu, click Operations.

  3. In the Customers section, click Members & Contacts.

  4. Select the member or contact you want to sent a proposal to.

  5. Click CRM and then Proposals.

  6. Do one of the following:

    • Move your pointer to the left of the member or contact and select the check-box that is displayed. A pop-out menu opens. Click Send proposal.

    • At the end of the member or contact you want, click .

      A pop-out menu is displayed. Click Send proposal.

Creating a proposal to send to a customer