Proposals

Categoria	Sales
Dove si trova	Menu Proposte (se abilitato nelle impostazioni)

Cosa fa

Commercial proposals with dedicated CPT, PDF documents and acceptance with signature.

Funzionalità

• immens_proposal CPT with templates
• Professional PDF generation
• Online acceptance with signature (immens_crm_accept_proposal table)
• {{cf_*}} placeholders and contact data in documents
• proposal_accepted hook for automations

Hook

• immens_crm_proposal_accepted

API REST

• /proposals

FAQ

How do I enable proposals?

Settings > Proposals tab: enable the module; the Proposals menu item will appear.

→ Plugin overview | → Modules index

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Studio Immens - Technical documentation