Proposals

  • Proposals Templates

    In order to make the proposal process creation easier, in CRM you can create predefined HTML templates that can be used each time a proposal is created. Create proposal template...
  • Proposal expiration reminders

    You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email added while you created/edited the proposal. To configure email expiration reminders navi...
  • 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 vi...
  • Converting proposal to estimate/invoice

    To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button. Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with the preview info also wit...
  • Create proposal

    Create a proposal From the main menu navigate to Sales->Proposals and on the t...