Creating Leads & Proposals

What Are Leads and Why Do They Matter

Difference Between Proposals and Estimates

Create, Manage, and Share Lead Generation Links

Create and Manage Proposals

Send Proposals via Email, WhatsApp, or Public Link

Accept Proposals with Client Digital Signatures

Save Time by Creating Proposal Templates

Duplicate a Proposal

Convert a Proposal into an Invoice

Filter Proposal Reports by Date, Lead, or Status and Export as CSV

Create & send professional invoices in seconds

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Finace Invoicing