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Help/Sales & Finance/Proposals, comments, acceptance flow and conversion options
How-to guide

Proposals

The audited proposal controller supports more than drafting. It includes templates, notes, comments, acceptance-info clearing, PDF generation, email sending, pipeline handling and conversion to both invoices and estimates.

Sales & FinanceHow do I create a proposal?How do I send a proposal?Related website page

Where to click

Use these menu paths first, then complete the action from the screen you open.

Sidebar > Sales > Proposals
Quick answerThese are the fastest verified steps for this task in the current Proplix build.

Exact steps

  1. Go to Sidebar > Sales > Proposals.
  2. Use the main page action to create a new proposal.
  3. Complete the proposal content, customer details and any related commercial terms, then save or send it.
  4. Use proposal comments and acceptance status to track what happens after sending.
  5. Where relevant, continue from the accepted proposal into the next commercial or operational workflow.

What this feature does

  • Proposal list, table and pipeline views are all part of the verified flow.
  • Proposals support comments, notes and saved proposal data updates.
  • Clear-acceptance and mark-action-status functions are present.
  • Conversion exists to both estimate and invoice depending on the next commercial step.
  • PDF, copy and send-to-email actions are part of the normal proposal workflow.

What to do next

  • If your process is estimate-first, move next to Estimates.
  • If the proposal has already been accepted and should be billed, continue in Invoices.

Related guides

Estimates, estimate requests and conversion workflows

The audited build includes both standard estimates and a separate estimate-request workflow. Together they cover request intake, estimate drafting, email sending, PDFs, notes, reminders and conversion into invoices.

Sales & Finance

Invoices, recurring invoices, payments and customer billing actions

The current invoice flow supports standard invoices, recurring invoices, notes, credits, payment recording, overdue notices, PDFs and mark-as-sent actions. Payments also have a dedicated controller for listing and PDF/email output.

Sales & Finance

Contracts, signatures, renewals and subscriptions

The verified contracts controller includes templates, comments, notes, signing controls, PDF output, renewals and attachments. Subscriptions are surfaced in the Sales menu and supported by the dedicated admin controller.

Sales & Finance

Expenses, expense categories, credit notes and refund handling

The audited build supports expense records with attachments, categories, import, invoice conversion and PDFs. Credit notes also have refund, open/void status and invoice-credit application actions.

Sales & Finance

Related questions

How do I create an estimate?

The audited build includes both standard estimates and a separate estimate-request workflow. Together they cover request intake, estimate drafting, email sending, PDFs, notes, reminders and conversion into invoices.

How do I create an invoice?

The current invoice flow supports standard invoices, recurring invoices, notes, credits, payment recording, overdue notices, PDFs and mark-as-sent actions. Payments also have a dedicated controller for listing and PDF/email output.

How do I create a contract?

The verified contracts controller includes templates, comments, notes, signing controls, PDF output, renewals and attachments. Subscriptions are surfaced in the Sales menu and supported by the dedicated admin controller.

How do I add an expense?

The audited build supports expense records with attachments, categories, import, invoice conversion and PDFs. Credit notes also have refund, open/void status and invoice-credit application actions.