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Proposal Center · Advanced workflow

Collect Payment and Hand the Project to Sales CRM

Connect an accepted proposal to the chosen payment provider, record the authorization milestone and create the next operational actions.

7 minutes5 stepsVisual + written guide

BEFORE YOU START

  • Accepted private proposal
  • Configured payment handoff
  • Sales CRM trial or membership for connected operations

WHAT THIS IMPROVES

  • Provider-hosted payment security
  • Automatic customer status updates
  • Connected follow-up and installation scheduling
Open Proposal Center demo

WRITTEN WALKTHROUGH

Complete the workflow step by step.

01

Confirm acceptance

Verify the customer’s digital acceptance is attached to the exact proposal version and payment schedule.

Why this mattersPayment should be requested only against the approved scope and total.
PROPOSAL CENTER
AccountCompany profileSave proposal
TOOL SHOWNProposal workspaceSave proposal
PropertiesLabelQuantityNotesStatus
Proposal workspaceThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
02

Open the payment handoff

Direct the customer to the connected PayPal, Square, Stripe or configured provider-hosted payment page.

Why this mattersThe payment provider handles sensitive payment entry while A1OSIS retains the proposal and project workflow.
PROPOSAL CENTER
AccountCompany profileConfirm 100% allocated
TOOL SHOWNPayment milestonesConfirm 100% allocated
PropertiesLabelQuantityNotesStatus
Payment milestonesThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
03

Record the milestone

Confirm the authorization deposit or selected milestone updates in the customer record after payment.

Why this mattersSales and operations users need one reliable status before scheduling work.
PROPOSAL CENTER
AccountCompany profileConfirm 100% allocated
TOOL SHOWNPayment milestonesConfirm 100% allocated
PropertiesLabelQuantityNotesStatus
Payment milestonesThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
04

Create the CRM follow-up

Choose the recommended next action: confirm payment, schedule kickoff, request plans, order equipment or book installation.

Why this mattersWorkflow recommendations move approved work into operations without relying on memory.
PROPOSAL CENTER
AccountCompany profileSchedule follow-up
TOOL SHOWNFollow-up actionSchedule follow-up
PropertiesLabelQuantityNotesStatus
Follow-up actionThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
05

Continue in Sales CRM

Open the connected customer record and continue the tutorial for follow-ups, meetings and installation scheduling.

Why this mattersProposal Center closes the sale; Sales CRM manages the work that follows.
PROPOSAL CENTER
AccountCompany profileSave proposal
TOOL SHOWNProposal workspaceSave proposal
PropertiesLabelQuantityNotesStatus
Proposal workspaceThe pointer identifies the exact control used in this step; the explanation stays outside the working area.

COMPLETION CHECK

Confirm the result before moving on.

  • Accepted proposal version is preserved
  • Payment occurs on the configured provider
  • Milestone status updates correctly
  • Connected CRM action references the same customer and project

WORKFLOW COMPLETE

Put Proposal Center to work.

Open the software demo, start a trial or compare the membership that fits your team.

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