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Create a proposal

Start a proposal from a customer or lead, choose a base product, and review the products added automatically.

On this page
  1. Open the customer or lead record. Check that a consultant is assigned.
  2. Click Proposal in the action bar.
  3. Choose a base product from the list. Only active base products appear.
  4. Choose a proposal template if required. The organisation’s default template provides a starting point when no other template is chosen.
  5. Create the proposal to open the proposal builder.
  6. Review the selected base product, Basic Options, other sections, and the default products added automatically. Check the calculated prices before making changes.
  7. Edit the proposal, review the total, and click Save Proposal. Neptune assigns a proposal number and opens its summary.

What is added automatically?

Selecting a base product adds categories marked Included in proposal and selects each category’s default product. Neptune calculates prices for that base product and organises the rows into sections.

Next steps

Saving a proposal does not send it. You can send it later from Sales Docs → Proposals.