XFatora

Proposals

Create proposals, request approvals, and track acceptance.

Proposals screenshot 1 Proposals screenshot 2 Proposals screenshot 3

What you can do here

  • Build proposals from templates or scratch.
  • Send proposals to customers for review.
  • Track proposal status and revisions.

Before you start

  • CRM & Sales access is required.
  • Ensure proposal templates are updated with your branding.
  • Confirm customer contacts for sending approvals.

Step-by-step

  1. Open Proposals and create a new proposal.
  2. Add items, pricing, and terms.
  3. Send the proposal to the customer contact.
  4. Monitor the status and follow up as needed.

Tips & Common mistakes

  • Keep proposal notes clear to help with approvals.
  • Use consistent pricing labels to reduce confusion.
  • Archive outdated proposals to keep lists tidy.

FAQ

Can I convert a proposal to an estimate?

Use the conversion options to create an estimate if approved.

Where do customers view proposals?

They can access the shared proposal link sent via email.

How do I update a sent proposal?

Create a revision and resend to the customer.

Next steps

Estimates Invoices & Payments Customers & Contacts