Proposals to Prospects?
What is the best way to create and send proposals for new clients in the Fluent ecosystem - we have all of them except community installed.
Probably a mix of FluentCRM and FluentForms
Yes, I imagined that but was looking for a little more detail than that. I am not a developer or web person, I'm the owner of a business using the plugins.
Sean Siemen well it all depends on your workflow. I could see a form taking in their requirements, and tagging them with a status. This could set up a task in fluentboards or a ticket in fluentsupport that you will follow up with. You could attach a PDF proposal or an use an email template based on fields in either of the above.. Long week, sorry. This has to be developed of course.
Gerard Godin I thought FluentCRM does not allow attachments (PDF) ?