1) Sales Channels
Where: Settings → Sales Channels
Set the sources (Website, Inside Sales, Referral…).
Impact: appears on the Proposal; eases reporting by source.
Where: Settings → Contracts
Create templates with variables (customer, amounts, terms).
Impact: attach to the Proposal for full closing (proposal + contract).
3) Payment Methods
Where: Settings → Payment Methods
Enable PIX, Card, Boleto, Bank Transfer etc. (integrate gateways if you use them).
Impact: options shown on the Proposal/Invoice and in emails.
4) Payment Plans
Where: Settings → Payment Plans
Create ready-made conditions (Cash, 30/60, Down payment + 3x, Recurring…).
Impact: applies installment plans with 1 click on the Proposal/Invoice.
Where: Settings → Price Tiers
Create tables (Standard, Partner, Wholesale…).
Tip: you can leave the tiers created now and fill in the prices later, when registering products/services.
Impact: on the Proposal select the tier and the prices already come correct.
Where: Settings → Branches
Fill in business name, CNPJ/IN, address, contact and logo of your company.
Impact: this data goes into the Proposal and Invoice PDFs.
Where: Settings → Products
Register unit items (name, short description that goes on the PDF, unit, price, product image).
Impact: building the Proposal becomes “add item”.
Where: Settings → Services
Like Products, but for services (implementation, monthly fee, service image, consulting…).
Impact: include services in the Proposal with standardized price/scope.
