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Proposals — offers that turn into work

Build a quote with priced lines, send it, and watch it move through sent, viewed, accepted and confirmed. When the customer says yes, the proposal becomes a case or order — no retyping.

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What it contains

  • Priced line items with VAT — built on the product register
  • Status tracking: draft, sent, viewed, accepted, confirmed, declined
  • Customer approves online — the portal shows the offer clearly
  • Accepted proposals convert to cases and invoices directly
  • Proposal pipeline visible in the Command Center sales funnel
  • Notifications on status changes — nothing waits silently

How it works

  1. Create a proposal for a customer with lines from your product register.
  2. Send it — the customer reviews and accepts inside their portal.
  3. Convert the accepted offer into a case or order.
  4. Track your whole offer pipeline in the sales funnel report.

Questions

Can the customer accept a quote online?

Yes. The customer portal shows the proposal and accepts or declines it there — status updates reach you instantly.

Do proposals feed the sales reports?

Yes — offers in each stage are part of the Command Center sales funnel per rep.

Related modules

Customer Portal — your customers see what you see Tickets — every request answered, nothing lost Messaging — talk where the work lives Booking — appointments that know their case Business Panel — your whole company in one view Command Center — the only window an owner needs Case Management — every job tracked, every euro counted Invoicing — from finished work to booked revenue POS — a cash register that knows your customers Webshop — your catalogue, open for business online Remote Service — the workshop that reaches the customer's desk Service Directory — local business, searchable Talent Marketplace — local skills, hired directly Navigator — the archipelago, mapped by its boaters Flea Market — local bargains, zero listing fees Local Discovery — the good stuff around you