This guide walks you through building a sales proposal in the CRM and sending it to the customer to review and sign.

Before you start

You have permission to create and edit CRM proposals.
The proposal must address either an account (with a contact) or a lead — one recipient side is required.
To send for signature, the chosen contact or lead needs an email address on file.
AI section drafting is gated and metered; your organisation needs AI budget available to use it.

Steps

Go to CRM → Proposals and start a new proposal.
Complete the proposal fields:
- Title — required. Up to 200 characters.
- Owner — optional. The user who owns the proposal (must be an organisation member).
- Account or Lead — one is required as the recipient. A contact and, where relevant, an opportunity or quote may also be linked (all optional).
- Template — optional. Pick a document template to base the layout on.
- Open till — optional. A date the proposal remains open.
Build the body from sections (up to 30). Each section takes:
- Title — required. Up to 160 characters.
- Body — optional. Up to 20,000 characters.
- Key — optional identifier, up to 60 characters.
Add overall Terms if needed — optional, up to 20,000 characters.

[screenshot: the proposal editor with its sections]

To speed up writing, use AI draft on a narrative section. Choose draft or rewrite mode; the result is advisory — review and edit it before use. This consumes AI units and is unavailable when your AI budget is exhausted.

[screenshot: the AI draft panel for a section]

Preview the proposal, then choose Send. Only a draft proposal can be edited or sent. The system generates the PDF and raises a signature request via the platform Signing engine, addressed to the linked contact (or lead) email.

The proposal moves to Sent and the recipient receives an e-signature request to review and accept it. The send is recorded on the audit trail.