Proposals

Proposals allow you to send polished offers with rich formatting—great for services, packages, or projects.

Creating a Proposal #

1. Navigate to Sales > Proposals.
2. Click New Proposal.
3. Fill in:
   • Subject
   • Proposal to: Choose customer or lead.
   • Proposal Content: Use the rich text editor for formatted descriptions.
   • Merge Fields: Auto-fill names, company details, and more.
4. Define open/close dates, terms, and custom fields.
5. Save and preview before sending.

Proposal Actions #

• Send via email.
• Download as PDF.
• Mark as accepted/declined.
• Convert to estimate or invoice.