Proposals and Estimates
DOCUMENTS & CONTRACTS Proposals and Estimates Lead Fuel CRM lets you create detailed proposals and estimates with itemized pricing, multiple package options, and approval workflows.
Impress clients with professional proposals that they can review and accept online.
Creating a Proposal Step 1: Navigate to Documents and click "Create Proposal." Step 2: Select a proposal template or start from scratch.
Step 3: Add the client's information (auto-populated from their contact record using merge fields).
Step 4: Write the proposal introduction describing the project, scope, and objectives.
Adding Line Items and Pricing Step 1: Add a pricing table to your proposal.
Step 2: Enter line items with descriptions, quantities, and unit prices.
Step 3: The total is calculated automatically as you add items.