In order to make the proposal process creation easier, in Monkey CRM you can create predefined HTML templates that can be used each time a proposal is created. Create proposal template...

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. ...

We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. You can include the proposal link inside the email template and let your cus...

To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown ...

From the main menu navigate to Sales->Proposals and on the top left side click the Create Proposal button You can create a proposal to lead or to a customer. ...