Proposals

The commercial heart of the CRM: from lead to won proposal, with a Kanban pipeline, block-based templates and A4 PDF export.

The screen

At the top you have the time filter, the KPIs (number of proposals, pipeline, conversion, ticket - these may appear with 🔒), and the List / Kanban toggle with the + Proposal button.

Actions

Choose the action you want to perform:

• Create the proposal

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  Client, title, validity and status - field by field.

  Open

• Lines & catalogue

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  Add items, quantities and VAT by region.

  Open

• Pipeline (Kanban)

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  Move proposals by status, win/lose, reopen.

  Open

• Export PDF

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  Generate the A4 document with your template.

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• Send by email

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  Send the proposal to the client (real or simulated).

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• Loss reason

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  Record why a proposal was lost and reopen proposals.

  Open

Related

• Proposal Templates

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  The look of the PDF (blocks, logo, terms).

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• Products

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  The catalogue that feeds the lines.

  Open

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