Want to install this script on your private host ?
Add cover letter to your proposal
- You may need to add a cover letter to some proposal
- No worry, make some PDFs as your cover letter
- Select any from them as a cover letter in your proposal
- It will be attached at the beginning of the proposal
Tax and Discount
- Multiple Tax
- Item Wise Different Tax
- Tax Report
- Discount
Preview before sending
- Preview the proposal
- To prevent an unwanted mistake
- Make necessary correction
- Send
Send Directly to Email
- Save a lot of time by
- Creating the proposal
- And sending directly to the email
PDF, Print, Draft
- Not only Email
- You can download it as PDF
- Print instantly
- Save as draft for future use
Device Responsive
- Desktop
- Tablet
- Mobile
Accept proposal from email
- A client can accept a proposal directly from the email
Proposal web view
- A client can see a web preview from an email
- For batter view
- Along with Download, Email and Print facility
Take payment online
- Send Invoice to client email
- A client can pay online
Multilingual
- English
- Arabic
- French
- Spanish
System will notify you when
- An invoice is paid
- A proposal is accepted
- You have a scheduled job
Customizable contents
- Customize the Proposal Body and Proposal email body
- Customize Invoice Body
- Lot of Placeholder Variables
Digital signature
- A client can put a digital signature when accepting a proposal
User access control
- Add unlimited users
- Control their access
Customer Notes
- Keep unlimited customer note
- Make better decisions about a customer
Expense
- Track your expenses
- Track by category
- The system will show you profit based on expense and received
Task and calendar
- Customer follow-up
- Own scheduled task
- Reminder
- Calendar
Dashboard and report
- Informative Dashboard that gives you insight at a glance
- Various Reports
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