Category

Proposals, estimates and requests

Prepare proposals and estimates, collect estimate requests and convert accepted sales documents.

01Create a proposalPrepare a persuasive sales proposal linked to a lead or customer.02Edit proposal content and itemsUpdate subject, recipient, dates, currency, items, terms and rich proposal content.03Send a proposal by emailSend the client-facing proposal link using the configured email template.04Track proposal status and acceptanceReview open, revised, accepted and declined activity and preserve acceptance information.05Convert a proposal to an estimate or invoiceReuse accepted proposal information to create the next sales document without retyping items.06Create an estimateBuild a priced estimate for a customer with items, taxes, discount, dates and terms.07Send and manage an estimateEmail, download, copy, update status and review client acceptance or decline activity.08Convert an estimate to an invoiceGenerate an invoice from an approved estimate while preserving customer and line-item details.09Use estimate pipeline viewReview estimates visually by status and open records directly from the pipeline.10Receive and manage estimate requestsReview customer or public requests, assign staff, change status and convert qualified requests.11Create an estimate request formDesign and publish a request form with the fields needed to qualify work.12Configure estimate request statusesCreate a clear internal workflow for new, reviewed, qualified and closed requests.