Proposals, Estimates & Invoices

Proposals are pre-sale documents sent to leads or customers.

1. Open Proposals or create from a lead/customer record.
2. Add line items from your product catalog; taxes apply per Office settings.
3. Email the proposal — recipients can view via a secure link without logging in.
4. Download PDF for offline sharing.

When accepted, convert the relationship to estimates/invoices as your process requires.

Estimates (quotes) formalize pricing before invoicing.

• Create from Estimates → Add Estimate or a customer record.
• The create form uses the refreshed invoice-style layout: grouped sections, product selector, and live totals as you add lines.
• Add products, quantities, tax, and discounts — totals update live.
• Email PDF/link to the customer; convert to invoice when approved.

Invoices track amounts due and payments received.

1. Create manually or convert from an accepted estimate.
2. Email invoice to customer; they can pay online if gateways are configured.
3. Record offline payments against the invoice balance.
4. Download PDF and export invoice lists for accounting.