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- Transaction Management
- Creating & Editing a Deal
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Getting Started
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Lease Administration
- Equipment Leases
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Lease Accounting
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Transaction Management
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Broker Deals CRM
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Monthly Release Notes
How to create a Proposal
Steps on how to create a proposal in Occupier
Step 1: Go to the 'Deal Tracker' tab in Occupier and click on the 'Deals' option. Once you are on the 'Deal Tracker' page, find the deal you want to create a proposal for.
Step 2: Once you have selected the deal you want to create a proposal for, click on the 'Proposals' tab on the Deal's page. After clicking on the tab, click on the 'New Proposal' button.
Step 3: This will take you to the 'Create Proposal' page.
Step 4: Fill out steps 1 through 10 on the page.
Step 5: Click on the 'Submit' button once you are done.
Step 6: Once you submitted the proposal, it will appear on the 'Proposals' tab like below.