Proposals in ClearCRM are your formal offers — usually sent after an estimate has been approved, or when you’re ready to pitch the full scope of work to your client.
When you go to the Proposals section from the left-hand navigation, you’ll see a table listing all your existing proposals. Here are the key columns you'll find:
Proposal # – Automatically generated unique ID
Subject – The title of your proposal
To – The customer or contact receiving the proposal
Total – The total monetary value
Date / Open Till – When the proposal was created and the expiry date
Project – (Optional) Linked project
Tags – For easy filtering or grouping
Date Created and Status – Helps you track progress (e.g. Draft, Sent, Revised)
You can toggle to a Pipeline view by clicking the “Switch to Pipeline” button on the top right. This gives you a kanban-style layout grouped by proposal status — perfect for tracking your pipeline visually.
If you need to download multiple proposals, use the “Bulk PDF Export” button to quickly save everything in one go.
Click on New Proposal to open the creation form. The layout is similar to estimates and includes the following fields:
Customer – Who the proposal is for
Project – (Optional) Connect to a relevant project
Tags, Assigned Agent, Currency, and Discount Settings
You can list products or services, set quantity, price, tax, and add line item notes. Each item is automatically totaled.
Client Notes – Optional message or instructions for the recipient
Terms & Conditions – Any contractual or legal statements
Total Calculation – Shows subtotal, discounts, adjustments, and grand total
Once filled, hit Save to add it to your proposals list.
After saving, you can revise your proposal anytime, or go ahead and send it to the client. As the proposal progresses, its status updates automatically (e.g. Sent, Open, Accepted).
Use proposals when:
You’re moving forward from a successful estimate
You want to lock down the specifics of an offer
You need a formal document for approval before invoicing or contracting
