Proposals Management

Create and track project proposals for clients.

Overview

Proposals allow you to:

• Create professional project proposals
• Track proposal status (draft, sent, accepted, rejected)
• Link proposals to contacts and organizations
• Convert accepted proposals to projects

Creating a Proposal

1. Navigate to Sales → Proposals
2. Click Add Proposal
3. Fill in:
   • Title and description
   • Client — select contact
   • Value — proposed budget
   • Valid until — expiry date
   • Attached content — rich text or PDF
4. Save as draft or send immediately

Proposal Statuses

Converting to Project

When a proposal is accepted:

1. Click Convert to Project
2. Project is created with proposal details
3. Team members are assigned
4. Tasks can be defined

Proposal Templates

Save frequently used proposals as templates:

1. Create a proposal
2. Click Save as Template
3. Reuse for future proposals

Related Pages

• CRM Overview — CRM features
• Contact Endpoints — contacts API
• Project Management — project features