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Task #572

open

Create commercial proposal for Romashka

Task #572: Create commercial proposal for Romashka

Added by Smith Paul 9 days ago. Updated 4 days ago.

Status:
New
Priority:
Normal
Assignee:
Pong Steven
Category:
-
Start date:
10/01/2025
Due date:
10/03/2025 (7 days late)
% Done:

50%

Estimated time:
Company custom field:
Deals:
Contacts:
"Sunflower" Ltd.
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
Tags:
client offer
Hide closed

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)

Updated by Smith Paul 4 days ago Actions
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 #1

  • Checklist custom field Review client's previous proposals added
  • Checklist custom field Confirm pricing and discount policy added
  • Checklist custom field Prepare branded proposal template added
  • Checklist custom field Verify company legal details added
  • Checklist custom field Get internal approval before sending added

Updated by Smith Paul 1 day ago · Edited Actions
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 #2

  • Checklist item Schedule installation and setup for {{contact_plain(2)}} set to Done
  • Checklist item Review new bug (#599) set to Done
  • Checklist item Search for company activity for last year set to Not done
  • Checklist item Call to David for detailed information set to Not done

Updated by Smith Paul 1 day ago · Edited Actions
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 #3

  • Checklist item New checklist item for deletion added
  • Checklist item Search for company activity for last year set to Done

Updated by Smith Paul 1 day ago · Edited Actions
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 #4

  • Checklist item changed from New checklist item for deletion to New checklist item for deletion with changes

Updated by Smith Paul 1 day ago · Edited Actions
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 #5

  • Checklist item deleted (New checklist item for deletion with changes)

Updated by Smith Paul 2 days ago · Edited Actions
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 #6

  • Tags set to offer, client

Updated by Smith Paul 16 days ago · Edited Actions
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 #7

  • Status changed from New to In Progress
  • % Done changed from 0 to 10

Updated by Smith Paul 16 days ago · Edited Actions
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 #8

  • Status changed from In Progress to New
  • % Done changed from 10 to 0
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