Send a proposal to accept

Prepare a proposal (products, discount, delivery, validity): the customer accepts it with a button, and the order confirms itself.

Steps

1. In the conversation, click Order, then the Proposal tab.
2. Add the products, any discount, the Delivery date and the Valid until date.

3. Click Save and send the proposal: the customer receives the summary then two buttons, Accept and Change (in their language).
4. If they accept, the order is confirmed and whoever created the proposal is notified. If they ask for a change, the proposal stays open and its creator is notified too. Send the proposal again sends it to the customer once more.