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).

Tip

The platform notifies you when a prospect opens a proposal — use that signal to follow up the same day while you are top of mind. View-tracking is built in and requires no additional tools.

Note

Accepted proposals convert to a Sales Order with one click, copying all line items and terms without re-keying. This closes the loop from proposal to order and starts the fulfilment and invoicing flow.

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