Proposals, estimates and requests
Prepare proposals and estimates, collect estimate requests and convert accepted sales documents.
Create a proposal
Create a proposalPrepare a persuasive sales proposal linked to a lead or customer.
Open guide →GuideEdit proposal content and items
Edit proposal content and itemsUpdate subject, recipient, dates, currency, items, terms and rich proposal content.
Open guide →GuideSend a proposal by email
Send a proposal by emailSend the client-facing proposal link using the configured email template.
Open guide →GuideTrack proposal status and acceptance
Track proposal status and acceptanceReview open, revised, accepted and declined activity and preserve acceptance information.
Open guide →GuideConvert a proposal to an estimate or invoice
Convert a proposal to an estimate or invoiceReuse accepted proposal information to create the next sales document without retyping items.
Open guide →GuideCreate an estimate
Create an estimateBuild a priced estimate for a customer with items, taxes, discount, dates and terms.
Open guide →GuideSend and manage an estimate
Send and manage an estimateEmail, download, copy, update status and review client acceptance or decline activity.
Open guide →GuideConvert an estimate to an invoice
Convert an estimate to an invoiceGenerate an invoice from an approved estimate while preserving customer and line-item details.
Open guide →GuideUse estimate pipeline view
Use estimate pipeline viewReview estimates visually by status and open records directly from the pipeline.
Open guide →GuideReceive and manage estimate requests
Receive and manage estimate requestsReview customer or public requests, assign staff, change status and convert qualified requests.
Open guide →GuideCreate an estimate request form
Create an estimate request formDesign and publish a request form with the fields needed to qualify work.
Open guide →GuideConfigure estimate request statuses
Configure estimate request statusesCreate a clear internal workflow for new, reviewed, qualified and closed requests.
Open guide →