Proposals

In order to make the proposal process creation easier, in Perfex CRM you can create predefined HTML templates that can...

You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email...

We assume that you already have created the proposal. Click on the mail icon from the right side and popup with...

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