CRM & Sales · Built · early access
Proposals
Your customer opens it in their own portal and accepts or declines it.
CRM & SalesProposals
Built · early accessYour customer opens it in their own portal and accepts or declines it.
What it does
Inside Proposals.
The tools available in this part of Akiroo.
- 01
Line items with quantities, unit prices, and tax rates, totalled to the cent.
- 02
Customers sign in to their own portal to read a proposal and accept or decline it.
- 03
Once it is sent it is locked: the wording, the lines and the totals stay as the customer saw them.
- 04
Draft, sent, accepted, declined — every change stamped with who made it and when.
- 05
Their invoices sit alongside it in the same portal.
Early access