Proposals
Create professional proposals, manage templates, and track client approvals.
Overview
The Proposals system helps you create professional business proposals for your clients. Use templates for consistency, customize proposals with your branding, send them directly to clients, and track when they're viewed and approved. Streamline your sales workflow with automated follow-ups.
Creating Proposals
New Proposal
Start from scratch or use a template
Client Selection
Select from contacts or add new clients
Pricing
Add line items, set pricing and terms
Validity Period
Set proposal expiration dates
Proposal Templates
Template Library
Pre-built templates for common services
Custom Templates
Create and save your own templates
Template Variables
Use dynamic variables for personalization
Quick Apply
Apply templates with one click
Proposal Management
Edit Proposals
Modify proposals before sending
Send to Client
Email proposals directly to clients
Download PDF
Export proposals as PDF
Print proposals for physical delivery
Proposal Tracking
View Tracking
See when clients opened proposals
Approval Status
Track client approvals and rejections
Pending Proposals
View proposals awaiting response
Delete Proposals
Remove proposals no longer needed