Table of Contents
Proposals allow you to send polished offers with rich formatting—great for services, packages, or projects.
Creating a Proposal #
- Navigate to Sales > Proposals.
- Click New Proposal.
- 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.
- Define open/close dates, terms, and custom fields.
- Save and preview before sending.
Proposal Actions #
- Send via email.
- Download as PDF.
- Mark as accepted/declined.
- Convert to estimate or invoice.
