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Working in the modules4 steps

How do I create and send an interactive commercial proposal to a client?

In Sales › Commercial › Proposals you press New proposal, build the pages and items and share it by link or with Send email so the client can accept online.

Where it lives in the app

SalesCommercialProposals

Step by step

  1. 1In the side menu open Sales and, under the Commercial heading, go to Proposals.
  2. 2Press New proposal, choose whether to start blank or from a workspace template, enter the title and pick the client and their deal.
  3. 3Press Create and open to enter the interactive editor, where you add cover, scope, pricing table and terms blocks.
  4. 4Share the public link with the client or press Send email from the proposal menu to send it straight to their inbox.

Worth knowing

  • When the client opens the link, you can see their live presence, reply to block comments and receive their acceptance with name and title.
  • Once the proposal is accepted, you can turn the approved items into a sales order or invoice without re-entering them.

Keep reading

SalesCRM
Previous guideHow do I create a role and set my team's permissions for each module?Next guideHow do I create and set up an AI agent for my business?

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