Creating Proposals

1. Select a Company — Client fields auto-populate from the company record. Create the company first if needed (Companies page).
2. Add Services — Click "Add Row" or "Load Defaults". Each row has Service (dropdown), Description, Qty, and Unit Cost. The Total calculates automatically.
3. Set Discount & Tax — Use % or flat amount for discount. Tax is a percentage applied after discount.
4. Add Scope of Work — Click "+ Add Scope of Work" or load from a saved intake form.
5. Signature — Draw, type, or upload. Click "✓ Use Signature" to save it to the proposal. The signed name and date print on the PDF.
6. Save — Click the 💾 Save button in the top bar. A revision is automatically created so you can track changes.
7. Export PDF — Click 📄 PDF. Includes logo, services table, totals, T&C, signatures, and client acceptance block.
8. Send Email — Click ✉️ Send. The PDF is automatically attached. Configure SMTP in Settings → Email first.
9. Jira — Click 🔷 Jira to create a new ticket or update an existing one's description and attach the PDF.
10. Convert to Invoice — Once a proposal is Accepted, click "🧾 Convert to Invoice" to generate a numbered invoice.

Intake Forms

1. Go to Intake Form in the sidebar.
2. Select the company from the dropdown — contact name and email auto-fill.
3. Fill in the discovery questions (max 600 words each).
4. Click "🎯 Generate Scope" to auto-generate a Scope of Work from the answers.
5. Click "→ Add to Proposal" to transfer the scope directly into a proposal.
6. Customize the questions in Settings → ❓ Intake Q.

Invoices

1. Open a proposal and set its status to Accepted.
2. Click the "🧾 Convert to Invoice" button (visible on Accepted/Revised proposals).
3. Set the due date and any invoice notes, then click Create Invoice.
4. The invoice gets a unique chronological number (e.g. INV-2025-0001) and copies all proposal details.
5. Go to the Invoices page to see all invoices, update payment status (Unpaid/Partial/Paid), and record amounts received.
6. Invoice numbers are sequential and never reused.

Email Configuration & Sending

1. Go to Settings → ✉️ Email and enter your SMTP credentials.
2. Hostinger settings: Host: smtp.hostinger.com · Port: 465 · TLS: OFF (use SSL) · Username & password: your email account.
3. Important: The "From Email" in settings is for display only. The actual sender must match your SMTP username (Hostinger requirement).
4. Click "🔌 Test Connection" to verify SMTP auth before sending.
5. To send from a proposal, click ✉️ Send in the top bar. The PDF is generated and attached automatically.
6. If the PDF is too large (>1.5MB), try removing the logo or reducing services.
7. OTP email codes are also sent via SMTP. Configure in Settings → 🔒 Security → Email OTP.

Jira Integration

1. Go to Integrations and enter Jira URL, account email, API token, and default project key.
2. Get your API token at: id.atlassian.com → Security → API Tokens.
3. Each Company can have its own Jira project key (overrides global setting).
4. From a proposal, click 🔷 Jira to create a new ticket or update an existing one.
5. Create new ticket: Leave "Ticket Key" blank. Enter a summary. The proposal details and PDF are uploaded.
6. Update existing ticket: Enter the ticket key (e.g. MKT-123). The proposal details are added as a comment, and description is updated via PUT request.
7. Update Description Only: Click "✏️ Update Description" in the Jira modal to edit just the description without attaching a PDF.

Settings Overview

File Storage

1. Go to File Storage in the sidebar.
2. Click "📤 Upload File" or drag files to the upload zone.
3. Supported formats: PDF, PNG, JPG, DOCX, XLSX, CSV, TXT, ZIP (max 50MB each).
4. Files are stored in the uploads/ folder on your Hostinger server.
5. If upload fails, go to Settings → 📁 Upload to verify the folder path and permissions.
6. Each file shows a View and Download link — share these with clients directly.