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Create proposal
2025-04-03 11:21:35From the main menu navigate to Sales->Proposals and on the top left side click the Create Proposal button ... -
Proposals Templates
2025-04-03 18:11:08In 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. ... -
Proposal expiration reminders
2025-04-03 18:14:27You 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....