1. SAP Glossary
  2. CRM-Customer Relationship Management
  3. proposal


What is proposal in SAP SRD-CRM - CRM-Customer Relationship Management?


SAP Term: proposal


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  • Key Concepts: 
    A proposal in SAP Customer Relationship Management (CRM) is a document that outlines a potential business agreement between two parties. It is typically used to present an offer to a customer, such as a product or service, and includes details such as pricing, terms, and conditions. 
    
    How to Use it: 
    In SAP CRM, proposals can be created and managed in the Proposal Management module. This module allows users to create and edit proposals, assign them to customers, and track their progress. Proposals can also be sent to customers via email or printed for physical delivery. 
    
    Tips & Tricks: 
    When creating a proposal in SAP CRM, it is important to ensure that all relevant information is included. This includes pricing, terms and conditions, delivery dates, payment methods, and any other relevant details. Additionally, it is important to ensure that the proposal is formatted correctly and easy to read. 
    
    Related Information: 
    For more information on creating and managing proposals in SAP CRM, please refer to the official SAP documentation. Additionally, there are many online resources available that provide tips and tricks for creating effective proposals.
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