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✅ How to Create and Manage To-Do Lists in Britixo?
Britixo lets you create professional proposals that outline your services, pricing, and project details. Proposals can be sent directly to clients for approval, and once accepted, they can be converted into estimates, invoices, or projects.
This article explains how to create, edit, and send proposals from within Britixo.
🔹 Create a New Proposal
Log in to Britixo at https://britixo.com/app/login .
Go to Sales → Proposals .
Click the New Proposal button.
📝 Fill in Proposal Details
In the proposal creation screen, complete the following fields:
Subject – Title of the proposal (e.g., Website Design for ABC Ltd)
Related – Link the proposal to an existing client or lead
Email – Client’s email address
Proposal Date – Defaults to today (editable)
Open Till – Expiration date for the proposal
Proposal Status – Draft, Open, Sent, Accepted, Declined
Assigned Staff – Team member handling the proposal
Currency – Based on client (can be changed)
Tags – Optional for tracking
Notes – Internal notes for your team (not shown to client)
✍️ Add Proposal Content
Use the WYSIWYG editor to type or paste in the body of your proposal.
You can include text, pricing tables, images, and formatted sections
Use merge fields like {proposal_to} or {total} to auto-fill client details or totals
You may also upload attachments (optional)
💾 Save or Send the Proposal
Click:
Save as Draft – To edit later
Save and Send – Opens the email modal for delivery
Preview – To see how the client will view the proposal
✉️ Send via Email
If sending, customise the email message:
Review the subject and message body
Attach the PDF (auto-generated)
Add CC/BCC as needed
Click Send
Clients will receive the proposal link and can view it on any device.
✅ What Clients Can Do
Approve or decline the proposal via secure client portal
Download the proposal as a PDF
Accepted proposals are updated in real-time with status: Accepted
🔄 Convert Proposal After Acceptance
Open the accepted proposal
Click Convert To
Choose to convert into:
Estimate
Invoice
Project
The system will carry forward all relevant data into the chosen module.
🧠 Tip
Use proposals to pitch services, outline deliverables, or include full quotes in a branded document. Proposals help close deals faster by giving clients all they need in one place.
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- 📤 Estimates, Proposals & Contracts.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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All queries: Sales @ Britixo.com
24/7 Support Desk: Support @ Britixo.com
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