A step-by-step guide to building a proposal from your product catalog in Cortox, sending it to a customer, and tracking what happens next.
· Sinem Dogan, Chief Operating Officer
In Cortox, a proposal is built from your product catalog, saved as a draft you can review, and sent to the customer as a link. This guide walks through each step, from choosing the customer to seeing whether the proposal was opened.
Start from a customer: a new proposal always belongs to one customer, so Cortox asks you to choose the customer first. Then fill in the proposal form: a title, the currency, and the products you want to include.
Pick products from your catalog with the product selector and each one is added as a line item with its name and price. Every line stays editable, so you can change the quantity, the unit price or the discount for this proposal without touching the catalog itself. Each line can be billed one time or as a recurring charge, and for recurring lines you write your own period word, such as Monthly or Yearly.
Below the line items is a rich-text field for the proposal content, where you describe the scope and terms, plus a Valid Until date and a tax percentage that is pre-filled from your account settings. The totals update as you type, with discounts, tax and any recurring total shown separately from the one-time total. Use Preview to see the proposal the way it will read, then Save a Draft.
Yes. Instead of filling in the form, you can ask the assistant in plain language, for example "draft a proposal for Acme Inc", and it builds the proposal from your catalog and customer records. Review it before sending, the same as any draft, because the assistant works from the data you have in Cortox.
Open the saved draft and choose Send to customer. Cortox asks you to confirm and then emails the customer a link to the proposal. If the customer has more than one email address on file, you can choose which of them should receive it. Share Link copies the same link if you would rather send it yourself, for example in a message.
A draft can be edited with Edit Proposal until it is sent. Once it has been sent, use Create Revision to make changes instead.
The customer opens the link in a browser, with no account or login. They see the proposal with its line items and totals, and they can accept it with Accept Proposal, download a PDF copy, or choose Need changes? to describe what should be different. If the Valid Until date passes before they respond, the proposal shows as expired.
The proposal page shows a status timeline: Created, Sent, Viewed and then Accepted or Revision Requested. Viewed records when the customer first opened it and how many times it has been opened since, so you can see whether a proposal has been seen without asking.
No. The customer opens the link you send and can review and accept the proposal in their browser without creating an account or logging in.
A draft can be changed with Edit Proposal. After a proposal has been sent, use Create Revision to make changes rather than editing the sent version.
Yes. Each line item can be billed one time or as a recurring charge with a period label you choose, and the proposal totals show one-time and recurring amounts separately.
Yes. If the customer has several email addresses on file, you choose which ones receive the proposal link when you send it.
You set that with the Valid Until date on the proposal. After that date the customer's link shows the proposal as expired.