Proposal (ENG)

• Proposals Templates (ENG)

  Load template...

• Proposal expiration reminders (ENG)

  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. ...

• Sending proposal to customer or lead (ENG)

  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 cus...

• Converting proposal to estimate/invoice (ENG)

  To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown ...

• Create proposal (ENG)

  Create a proposal...