• Create proposal

    2025-04-03 11:21:35
    From the main menu navigate to Sales->Proposals and on the top left side click the Create Proposal button ...
  • Proposals Templates

    2025-04-03 18:11:08
    In order to make the proposal process creation easier, in 2Desk CRM you can create predefined HTML templates that can be used each time a proposal is created. ...
  • You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email added while you created/edited the proposal....