How to Create a Sales Proposal?
Invoice123 enables easy creation of professional sales proposals. It boosts sales, saves time, and allows for efficient invoice management. With Invoice123, you can present information clearly and persuasively, attract clients, and engage in successful business transactions. With the help of this guide, effortlessly create and send sales proposals to your clients!
In the left navigation menu bar, click on SALES PROPOSAL
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11332_13hp8mk.png)
Click on CREATE A SALES PROPOSAL
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11334_1u7iwio.png)
Select the series for sales proposal, the buyer, and other necessary details
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11345_7s0af.png)
Enter information about the product/service
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11351_mtaqex.png)
Click on CREATE A SALES PROPOSAL
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11355_h8844i.png)
If the buyer accepts the sales proposal, you can easily convert it into an invoice using the OTHER ACTIONS button
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11371_p2vbnd.png)
Double-check all the details in the invoice, make any necessary adjustments, and create the invoice
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11375_521yex.png)
How to do it?
In the left navigation menu bar, click on SALES PROPOSAL
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11332_13hp8mk.png)
Click on CREATE A SALES PROPOSAL
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11334_1u7iwio.png)
Select the series for sales proposal, the buyer, and other necessary details
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11345_7s0af.png)
Enter information about the product/service
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11351_mtaqex.png)
Click on CREATE A SALES PROPOSAL
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11355_h8844i.png)
If the buyer accepts the sales proposal, you can easily convert it into an invoice using the OTHER ACTIONS button
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11371_p2vbnd.png)
Double-check all the details in the invoice, make any necessary adjustments, and create the invoice
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-05-30-at-11375_521yex.png)
Updated on: 21/08/2024
Thank you!