01Approval
Over a threshold
Build it. Approve it. Send it.
Proposals over your threshold wait in an approval queue before they go out. The proposal pipeline report shows where every one stands. Discounts, quotes and orders can run through the same approval workflow.
- A proposal approval queue for proposals over a threshold
- A general approval workflow with an inbox and per-role approvers, for discounts, expenses, quotes and orders
- A proposal pipeline report, one of 10 standard reports
- Document numbering you control: prefix, suffix, padding, year and month segments, with a live preview
- Products and bundles with your own custom fields
- Proposals on the mobile app, alongside leads, deals and the calendar
02Report
Proposal pipeline
03Numbering
Yours to set
04Mobile
On the phone
Approval
The big numbers get a second look.
Set a threshold. Proposals over it wait in an approval queue before they go out. The general approval workflow has an inbox and per-role approvers, so discounts, quotes and orders can follow the same rule.
Where they stand
Every proposal, in one report.
The proposal pipeline report shows where every proposal stands. Download it as a branded PDF.
After yes
From yes to signed.
With the Billing module, the sales order goes out for signature: the customer signs on a secure link, with no third-party e-signature account needed. Turn the order into an invoice in one click.
09: Proposal Generation