Britixo CRM Proposals, Estimates & Requests | Complete Module Walkthrough

Learn Britixo CRM proposals, estimates and requests with live clicks: enquiry forms, qualification, priced scope, optional services, customer previews, reusable templates and native invoice/project handoffs. MODULE GUIDE https://britixo.com/help-centre/category/proposals-estimates/ FEATURE GUIDES https://britixo.com/help-centre/create-a-proposal/ https://britixo.com/help-centre/edit-proposal-content-and-items/ https://britixo.com/help-centre/send-a-proposal-by-email/ https://britixo.com/help-centre/track-proposal-status-and-acceptance/ https://britixo.com/help-centre/convert-a-proposal-to-an-estimate-or-invoice/ https://britixo.com/help-centre/create-an-estimate/ https://britixo.com/help-centre/send-and-manage-an-estimate/ https://britixo.com/help-centre/convert-an-estimate-to-an-invoice/ https://britixo.com/help-centre/use-estimate-pipeline-view/ https://britixo.com/help-centre/receive-and-manage-estimate-requests/ https://britixo.com/help-centre/create-an-estimate-request-form/ https://britixo.com/help-centre/configure-estimate-request-statuses/ https://britixo.com/ https://britixo.com/help-centre/ https://britixo.com/help-centre/britixo-crm-workspace-overview/ CHAPTERS 00:00 Module overview 00:21 Relationship & recipient 00:44 Dates, currency & owner 00:56 Items & first draft 01:46 Verify the saved proposal 02:09 Inline content & formatting 03:01 Proposal PDF 03:25 Proposal email preview 04:13 Proposal to estimate 05:25 Verify estimate & source 05:56 New standalone estimate 06:50 Estimate lines & draft 07:57 Reopen the estimate 08:19 Discount, expiry & note 09:24 Estimate pipeline 09:50 Pipeline card & status 10:56 Estimate PDF 11:20 Contact email permissions 12:17 Recipient & attachment review 13:00 Estimate to invoice draft 13:42 Verify invoice settings 15:04 Requests & new form 15:32 General settings & branding 16:16 Notifications & form save 17:22 Build enquiry-form fields 18:11 Labels & required fields 19:24 Form integration & preview 19:46 Submit a training enquiry 20:46 Review the saved request 21:08 Request-status settings 21:30 Create a custom stage 22:27 Tag & qualify the request 23:20 Request to existing customer 24:27 Price & save the estimate 25:54 Verify completed request 26:45 Edit & remove unused stage 27:29 Copy a proposal 27:51 Check the copied draft 28:12 Revise scope & expiry 29:08 Align narrative & pricing 29:56 Optional services & totals 31:03 Proposal status choices 31:27 Proposal pipeline move 32:30 Customer proposal preview 32:52 Discussion & signing setup 34:18 Internal proposal note 35:13 Staff reminder 36:23 Remove the training reminder 36:48 Proposal to invoice draft 38:35 Reusable proposal template 39:43 Edit reusable wording 40:12 Verify the template edit 40:33 Separate draft for reuse 40:58 Insert & save a template 41:55 Customer discussion comment 42:50 Supporting attachment 43:39 Related task preparation 44:05 Email tracking & views 44:54 File visibility & removal 45:35 Copy an estimate 46:19 Estimate stage & preview 47:03 Customer estimate & signing 48:30 Estimate to project setup 48:52 Save the delivery project 50:22 Project, task & estimate link 51:42 Assign request responsibility 52:29 Save a private status filter 53:17 Reuse & clear saved view 53:50 Search & restore the list 54:16 CSV export & verification 55:02 Delete an unused estimate 55:50 Remove a reusable template 56:14 Existing wording preserved 56:46 Delete an unused proposal 57:35 Summary & next steps Fictional training records. Email delivery needs authorised setup. Customer signature forms are reviewed without signing; native conversion is distinguished from customer acceptance. #Britixo #CRM #SalesProposals #Estimates #SalesPipeline #SalesAutomation #BusinessSoftware