Proposals

Section: Sales & Billing
URL: /admin/proposals
Page title: (2) Oferte

Overview

Proposals are richer, often longer, sales documents than estimates — typically including a cover letter, scope, and pricing. Track sent, viewed, and accepted states.

Business value

Long-form sales documents (cover letter, scope, terms, pricing) that win complex deals where a one-line quote isn't enough. Customers view, comment, and accept online — with view-tracking so reps know when to follow up.

Who uses it: Account executives, sales engineers, marketing
Key benefit: Closes more strategic deals by replacing static PDFs with interactive, trackable documents.
Metrics it influences: Proposal acceptance rate, time-to-send, deals influenced

Typical use cases:

Send a multi-page solution proposal with embedded pricing tables
Get notified when the prospect opens the proposal — and follow up that day
Re-use proposal sections as templates to draft new ones in minutes

At a glance

Accessing this module

From the admin sidebar, navigate to Proposals, or open the URL directly:

/admin/proposals

List view

The list view shows existing proposals records. Use it to search, filter, sort, and bulk-act on items.

Common actions

View existing records — open Proposals from the sidebar to see the list view.
Search and filter — use the search box and column filters to find records.
Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
Edit a record — click a row to open the detail view, then use the edit action.
Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

API

This module is available via the REST API.

Authentication. All API requests require the header authtoken: <token> (generate one at /admin/api/api_management). Base URL. https://your-domain.tld/api/

Key endpoints:

Method	Path	Purpose
`POST`	`{{base_url}}proposals`	Add New Proposals
`GET`	`{{base_url}}proposals?nr_page=&per_page=`	List All
`GET`	`{{base_url}}proposals/:id`	Get One Proposal
`GET`	`{{base_url}}proposals/search/:value`	Search Proposal Information
`PUT`	`{{base_url}}proposals/:id`	Update a Proposals
`DELETE`	`{{base_url}}delete/proposals/:id`	Delete Proposal

See the full payload schemas, query parameters, and example responses in the API reference (`Proposals`).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/proposals