how-to-keep-sales-documents

How to Attach Requests, Offers, or Other Attachments

Organizing RFIs (Requests for Information), RFPs (Requests for Proposals), and other related documents within Deals and Opportunities is essential for efficient management and successful outcomes. In Aptien CRM, you can save these documents under the "Attachments" tab. This ensures that all important files related to your business case are stored in one place for easy access and tracking.

Examples of Common Sales Documents

• RFI (Request for Information)
• RFP (Request for Proposal)
• RFQ (Request for Quotation)
• Proposal
• Offer
• NDA (Non-Disclosure Agreement)
• Contract or Agreement
• SOW (Statement of Work)
• PO (Purchase Order)
• Invoice

How to Keep Sales Documents in Aptien CRM

1. Select specific Construction project page.
2. Go to the "Attachments" tab.
3. Choose "Add File."
4. The system will prompt you to select the documentation files. You will select and attach the file.
5. Select the folder if you have.
6. Save