Business Hub

Partnerships and following them up, quotations and their templates, and sending them to a client.

• How do I create a quotation for a client?

  A simple quote or a full proposal, in a currency you choose, with discount and tax if needed.

• How do I log a follow-up with a partner?

  Record each contact, its outcome and when to chase next, so no deal is lost to forgetfulness.

• How do I send a quotation for the client to approve?

  A link with an expiry, where the client reads the quote and approves or rejects it without an account.

• How do I track a brand partnership?

  Record the partner, the type of collaboration and the payment state, and follow it through to closed.

• What are proposal templates, and how do I use them?

  Write your proposal text once, then attach it to any quotation of the proposal type.