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Task #572

open

Create commercial proposal for Romashka

Task #572: Create commercial proposal for Romashka

Added by Smith Paul 27 days ago. Updated about 3 hours ago.

Status:
New
Priority:
Normal
Assignee:
Pong Steven
Category:
-
Start date:
10/01/2025
Due date:
10/03/2025 (25 days late)
% Done:

10%

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)
  • Put your thoughts on paper.
  • Start sketching a top-level framework.
  • Add a grid to your working file.
  • Choose your typography.
  • Select a color theme.
  • Divide the layout.
  • Rethink the established.
  • Challenge yourself.
  • Pay attention to details.
  • Treat every component as if it could be presented in a design contest.
  • Sharpen your work.
  • Tidy up your files.
  • Design the best case scenario but prepare for the worst.
  • Obsess over the design until you hate it.
  • Avoid spending too much time on a concept before sharing it with a client.
  • Be your developer’s best friend.
  • Explain presentations like you are speaking to a four year old.
  • Love each of your ideas but don’t get too attached to them.
  • Track down your design during the development process.
  • Show your work in progress.
  • title1
  • q1
  • q2
  • title2
  • q3
  • q4

Updated by Smith Paul 22 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 20 days 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 20 days 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 20 days 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 20 days ago · Edited Actions
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 #5

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

Updated by Smith Paul 16 days ago · Edited Actions
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 #6

  • Tags set to offer, client

Updated by Smith Paul 2 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 2 days ago · Edited Actions
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 #8

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

Updated by Smith Paul about 3 hours ago Actions
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 #9

  • Checklist item Put your thoughts on paper. added
  • Checklist item Start sketching a top-level framework. added
  • Checklist item Add a grid to your working file. added
  • Checklist item Choose your typography. added
  • Checklist item Select a color theme. added
  • Checklist item Divide the layout. added
  • Checklist item Rethink the established. added
  • Checklist item Challenge yourself. added
  • Checklist item Pay attention to details. added
  • Checklist item Treat every component as if it could be presented in a design contest. added
  • Checklist item Sharpen your work. added
  • Checklist item Tidy up your files. added
  • Checklist item Design the best case scenario but prepare for the worst. added
  • Checklist item Obsess over the design until you hate it. added
  • Checklist item Avoid spending too much time on a concept before sharing it with a client. added
  • Checklist item Be your developer’s best friend. added
  • Checklist item Explain presentations like you are speaking to a four year old. added
  • Checklist item Love each of your ideas but don’t get too attached to them. added
  • Checklist item Track down your design during the development process. added
  • Checklist item Show your work in progress. added
  • Checklist item title1 added
  • Checklist item q1 added
  • Checklist item q2 added
  • Checklist item title2 added
  • Checklist item q3 added
  • Checklist item q4 added
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