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Creating a Budget Proposal

3. Creating a Budget Proposal

  1. In the customer's account, go to the Service tab.
  2. Select the + New Proposal button.
  3. Click Budget.
  4. Title it.
  5. Select the budget that's built into your account for your company (e.g., "12-Month Budget Plan").
  6. Select the template.
  7. Choose the budget period.
  8. Add any promotions, if applicable.
  9. Add in the forecast strategy (how the gallons are calculated for deliveries to estimate the budget period).
  10. Select the fuels this will be used for.
  11. Add in any downside protection, if applicable.
  12. Select Preview.
  13. Finish.