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Task #572
openCreate commercial proposal for Romashka
Task #572:
Create commercial proposal for Romashka
Start date:
10/01/2025
Due date:
10/03/2025 (11 days late)
% Done:
50%
Estimated time:
Company custom field:
Deals:
Contacts:
Checklist custom field:
- Review client's previous proposals
- Confirm pricing and discount policy
- Prepare branded proposal template
- Verify company legal details
- Get internal approval before sending
Checklist
- Search for company activity for last year
- Call to David for detailed information
- Send commercial proposal
- Fill CRM data for this company
- Test latest version of Helpdesk plugin
- Schedule installation and setup for "Sunflower" Ltd.
- Review new bug (#599)
Actions
