Sales
Proposals and contracts
A proposal is the numbered quote. A contract is the accepted agreement.
- Open a proposal to edit lines, totals, and status.
- Use Send so it appears in the client portal. Do not email a PDF unless you also share it here — the portal is the record.
- Accepted proposals become contracts listed under Sales. Open a contract for the frozen terms.
- If you need to bill, add Invoices and raise a draft from the company page. Customer Billing still lists issued invoices and reminders.