$ modules / proposals
Proposals.
Quotes, line items, client approval, auto-to-contract / project / invoice.
webportalnativega
// in 60 seconds
- →Create proposals with services, products, hours, discounts.
- →Client accepts via portal or email (token-based, no account needed).
- →Post-accept: convert to contract, project, or invoice.
Core capabilities.
Line items
Services, products, hours, discounts. Pulled from the catalog.
Internal approval
Creator picks an approver. Chain logged.
Client response
Via portal + email token link. No auth needed to accept / reject / request revision.
Post-accept conversion
Convert to contract, project, or invoice with one click.
PDF generation
Branded PDFs per-tenant.
Status machine
draft → sent → accepted / rejected / revised.
Templates
Reusable proposal shells per service package.
// architecture
Token-based public response page (no auth). Post-accept handlers wire into contracts / projects / finance.
FAQ.
Can the client see status?+
Yes, via the client portal or the email token link.