We’re introducing a powerful Quotation & Proposal Module in TaskSession that allows businesses to create, send, and manage professional quotations and client proposals directly from the CRM.

This module will streamline your sales workflow and eliminate the need for external tools by keeping everything inside one system.

Key Features

• Create professional quotations in seconds
• Build detailed proposals with pricing tables
• Convert quotations into invoices instantly
• Track proposal status (Sent, Viewed, Accepted, Rejected)
• Add taxes, discounts, and custom notes
• Attach files and terms & conditions
• Digital approval from clients

Workflow Example

Lead > Proposal > Approval > Invoice > Payment > Project Start

Benefits

• Faster deal closing
• Professional client experience
• Centralized records
• Automated sales process
• No manual documents