Proposal

The Proposals section is for Leads and records proposed budgets and project details. Approved proposals can be converted into contracts, changing the lead into a client. This section presents data in a table with details such as lead, proposed amount, creation and validity dates, status, and options for editing, deleting, viewing, downloading, sending, and creating a public link.

The "Create Proposal" option on the top left corner allows you to create new proposals by adding basic details. These include the lead name, validity date, currency, tax calculation, product details, signature requirements, billing details, and a special note for the recipient.

Once saved, individual proposals can be easily viewed with all mandatory details displayed. This viewable document also has the option to be downloaded as a PDF file for user convenience.

Proposals are negotiable documents for discussion between leads and the organization, allowing both parties to finalize details and prices.