Search Knowledge Base Articles

Sending proposal to customer or lead

We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown.

You can include the proposal link inside the email template and let your customer view it without login. This is also useful for leads.

After you send the proposal a lead/customer can open it an make action ex/ accept, decline, make comments. The creator of the proposal and the assigned sale agent will get notification in the CRM and email that customer commented or accept/decline the proposal

Did you find this article useful?

Related Articles

  • Subscriptions

    From version 2.0.0 in CRM, there is a new major feature added that will help you to bill your custom...

  • Currencies

    Create new currency To add new currency go to Setup -> Finance -> Currencies and cli...

  • Add Items/Products

    Items is CRM feature that will allow you to create predefined items which will speed up the process ...

  • Recurring Invoice

    Navigate to Settings Menu -> Settings -> Cron Job Create a new invoice from the main recurring...

  • Payment Modes

    To add new payment mode go to Setup->Finance->Payment Modes and click on the top left but...