Quotes & Proposals

[admin]

Proposal creation

• Create new proposals from a client's or prospect's customer sheet.
• Include predefined products or services, custom fields, and notes.
• Set validity dates, payment terms, and shipping information.

Workflow and status tracking

• Manage proposals through statuses like draft, validated, accepted, signed, or refused.
• Track modifications after a proposal has been signed.

Document generation and sending

• Automatically generate professional PDF documents from the proposal.
• Send the PDF directly to clients via email.
• Clone existing proposals to quickly create similar ones.

Integration with other modules

• Convert a validated and accepted proposal directly into a sales order, contract, or invoice.
• Link proposals to projects if the project module is enabled.

Reporting and analysis

• Analyze acceptance rates and quote-to-deal conversion ratios.
• View statistics and filter proposals by status.
• Calculate the total margin of a proposal.