Proposal templates in Quotify CRM help you save time and maintain consistency by reusing standard content across different proposals. 📄 How to Create a Proposal Template Navigate to a Proposal...

Once your proposal is created, you can easily send it to your lead or customer directly from the CRM. 🔹 Steps to Send a Proposal: Go to the Proposals section and open the proposal you want to send...

If you’ve already created a proposal in Quotify, you can easily convert it into an invoice or estimate without re-entering the information. 🔹 Steps to Convert a Proposal: Go to the Proposals...

Creating proposals in Quotify lets you send personalized offers to leads or customers with ease. 🛠 Step-by-Step: Create a New Proposal From the main menu, go to Sales → Proposals...