Intermediate3 minutes
Generate a Kenya-format proposal in under 5 minutes
Create and download a professional sales proposal.
When you finish this tutorial:
You have generated and downloaded a complete proposal.
Steps (8)
- 1
Open Documents from the More tab.
- 2
Select "Sales Proposal" template.
- 3
Select the target company from your pipeline.
- 4
Review pre-filled fields — correct any that need updating.
- 5
Complete the required fields: service description, amount, delivery timeline, validity period.
- 6
Preview the document.
- 7
Download the document (HTML — print to PDF from your browser if needed).
- 8
Checkpoint: Document downloaded, formatted correctly, company logo present.