In order to make the proposal process creation easier, on Estate Mailer Pro, you can create predefined HTML templates that can be used each time a proposal is created....

You can send expiration reminders to the lead/customer that this proposal is assigned. The email will be sent to the proposal email address 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. Here, the popup with the preview email template will be shown. You can include the proposal link inside the email template and let your custom...

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...