Proposals

• Proposals Templates

  In order to make the proposals process creation easier, you can create predefined HTML templates that can be used while adjusting the proposal content.Create a 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....

• 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 ema...

• Create proposal

  Create a proposal...