Proposal & PO Tool
Preparing proposals is no longer tedious if you use WorkHorse’s Proposal and PO module. Our Proposal generator allows you to create custom proposals, then save them for future use.
In the Estimates Overview you can see your full pipeline of estimates. Giving the company this overview allows you to make decisions on how and where you should target your sales days.
Inside of each Estimate you can view, edit, mail, and convert your estimate into an invoice.
Converting into an invoice allows you to now collect payment.
