Documents and scheduling
Proposals
Build, preview, send, and track customer proposals
Proposals turns CRM and prospect context into a structured customer-facing sales presentation with a focused public experience
What this workspace includes
- Proposal list and builder
- Customer and offer sections
- Preview and public link
- Acceptance status
Complete workflow
- 1
Start from sales context
Open the relevant prospect, business, contact, or deal
- 2
Build the proposal
Complete customer, offer, scope, and commercial details
- 3
Preview
Inspect the public presentation
- 4
Send and track
Monitor acceptance from the linked record
How records and settings behave
- Proposals remain linked to their source context
- Public links do not expose CRM navigation
- Acceptance updates proposal status
Working effectively
- Verify names and commercial terms
- Keep the next step explicit
- Preview on phone and desktop
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Proposals?
Open the relevant prospect, business, contact, or deal
When is my work saved?
Proposals remain linked to their source context
How do I confirm the result?
Return to the related list or detail view and review its current status. Acceptance updates proposal status