Pixie CRM guide collection
Proposals, estimates and requests
Prepare commercial documents, collect requests and move accepted work into the next sales stage.
Create a proposal
Use this Pixie CRM guide to create a proposal. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideEdit proposal content and items
Use this Pixie CRM guide to edit proposal content and items. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideSend a proposal by email
Send a proposal by email in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideTrack proposal status and acceptance
Track proposal status and acceptance in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideConvert a proposal to an estimate or invoice
Use this Pixie CRM guide to convert a proposal to an estimate or invoice. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideCreate an estimate
Practical Pixie CRM instructions for create an estimate, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideSend and manage an estimate
Practical Pixie CRM instructions for send and manage an estimate, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideConvert an estimate to an invoice
Convert an estimate to an invoice in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideUse estimate pipeline view
Practical Pixie CRM instructions for use estimate pipeline view, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideReceive and manage estimate requests
Receive and manage estimate requests in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideCreate an estimate request form
Use this Pixie CRM guide to create an estimate request form. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideConfigure estimate request statuses
Configure estimate request statuses in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →