Contracts and proposals

Understanding contracts and proposals.

A proposal represents a potential sale of a contract and additional products. Proposals can be sent to potential customers for them to review and accept before an actual contract and products are added to their account. A proposal has basic information about a potential contract for one of your plans as well as, optionally, one or more products to be added to the customer account if the proposal is accepted.

A proposal is always attached to a member or contact record, but can be reviewed on your website even if the member or contact has no user account yet.

Learn how to add and send a proposal in Adding and sending a proposal

You can ask Monika how to create a proposal or how to create a contract