Proposals
Prepare customer proposals from system designs and agreed scope. Orders and invoices remain in Sales.
Snapshot: all proposals
Recent Diagrams
Pipeline
Proposal preparation and delivery status for the visible proposals.
Diagrams
Wiring diagrams available to build proposal decks from.
Proposals
Build a client-ready deck from a wiring diagram, contact emails and your notes. Select a proposal from the left, or start a new one.
Opened from Overview