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Proposals Templates
12/12/2024 11:28 AMIn order to make the proposal process creation easier, in WPS CRM you can create predefined HTML templates that can be used each time a proposal is created. Create proposal template... -
Proposal expiration reminders
12/12/2024 11:29 AMYou can send ex... -
Proposal expiration reminders
12/12/2024 11:29 AMYou can send ex... -
Sending proposal to customer or lead
12/12/2024 11:31 AM... -
Converting proposal to estimate/invoice
12/12/2024 11:32 AM... -
Create proposal
12/12/2024 11:34 AMFrom the main menu navigate to Sales->Proposals ...