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Create a Proposal from an Invoice.
An invoice documents the services actually rendered. This makes it a suitable basis for proposals when similar new inquiries arise. This way, follow-up orders can be initiated efficiently and precisely.
(English image not yet available)The proposal is ready to send with just a few clicks
Select "Create Proposal" at the top right of the relevant invoice. All items will be copied and can still be adjusted. Assign the proposal to a different company if needed and adjust the language and currency.







