Company administrators, authorised finance staff and clients where indicated.
Find answers to common questions about CRMCEO. Available menus and actions depend on your plan, enabled modules, company settings and permissions.
When should I use a proposal?
Use a proposal to present a lead with proposed work and pricing before final agreement. A proposal is distinct from the invoice used for billing.
How do I create a proposal for a lead?
Open Finance → Proposals and choose the creation action. Complete the lead, validity, currency, tax, items, signature requirements and billing details, then save and review it.
How can I share or download a proposal?
Use its available send, public-link or PDF-download action. Review the content and recipient before sharing; a public link should only be sent to the intended audience.
Can I reuse a proposal template?
If templates are supported in your version, open Finance → Proposals and use the template tools to prepare reusable content. Review all customer-specific details before reusing a template.
Can I duplicate or cancel an estimate?
Related existing guide: Prepare an estimate before the work begins
The estimate actions include duplication and cancellation, alongside editing and downloading. Confirm you are working on the intended estimate before making a change.