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Step-by-step instructions for uploading a commercial proposal
1
Go to the "Clients" tab.
- Open the “Clients” tab in your personal account.
2
Select "Federal Chain "Good Choice".
- Find and click on the item "Federal Chain "Good Choice"
3
Click the "Import Offer" button.
- In the opened tab, click on the “Import offer” button.
4
Download proposal template.
- After this, the button "Download proposal template" will appear. Click it, and the download of the template file for filling out the commercial proposal will begin in the browser.
5
Fill out the form to download the commercial terms.
- Open the downloaded file and fill out the form with commercial terms.
- Note: Instructions for filling out the template are provided in step 1.2 (instructions for filling out commercial terms).
- Important: Do not change the file format! The template must remain in its original form (do not hide, delete or rearrange fields).
- Note: Instructions for filling out the template are provided in step 1.2 (instructions for filling out commercial terms).
- Important: Do not change the file format! The template must remain in its original form (do not hide, delete or rearrange fields).
6
Upload the completed form to your personal account.
- Go to your personal account and upload the completed file with commercial terms.
- If the upload was successful, the system will display the message "Successfully imported".
- In case of errors, the system will report them.
- If the upload was successful, the system will display the message "Successfully imported".
- In case of errors, the system will report them.
7
Check the correctness of the loaded conditions.
- Go to the tab "Clients" - "Federal chain Good Choice" - "Offers" to make sure that the commercial conditions have been loaded correctly.
