# Proposals and Invoices - Initial Settings Guide

<figure><img src="/files/56dbe7f6e5f2c369be3f9b2c976242cdf0a2b767" alt=""><figcaption></figcaption></figure>

### 1) Sales Channels

<figure><img src="/files/1a877b5f707a9a4720e04736b93089c55f7ba86c" alt=""><figcaption></figcaption></figure>

**Where:** Settings → Sales Channels\
Set the sources (Website, Inside Sales, Referral…).\
**Impact:** appears on the Proposal; eases reporting by source.

### 2) Contracts

<figure><img src="/files/0714e4120b98fd773b6504ea29dba197268b778e" alt=""><figcaption></figcaption></figure>

**Where:** Settings → Contracts\
Create templates with **variables** (customer, amounts, terms).\
**Impact:** attach to the Proposal for full closing (proposal + contract).

### 3) Payment Methods

<figure><img src="/files/69323f7e30f58b3e78e2fb4f2e852c64a48c8ba6" alt=""><figcaption></figcaption></figure>

**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

<figure><img src="/files/441ee87736fbb05a22a496a3b1f113775753f7bb" alt=""><figcaption></figcaption></figure>

**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.

### 5) Price Tiers

<figure><img src="/files/3f0ad9a53b0a1866147a8cf07e8364cda3644454" alt=""><figcaption></figcaption></figure>

**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.

### 6) Branches

<figure><img src="/files/680010c2b1757c8ab8b6312d0bb74f35aefba05d" alt=""><figcaption></figcaption></figure>

**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.

### 7) Products

<figure><img src="/files/4bb009f41e8d3077919970c6d20ca4fc426113bc" alt=""><figcaption></figcaption></figure>

**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”.

### 8) Services

<figure><img src="/files/881c268f0cc600b81297d621d135acac34d3bd6c" alt=""><figcaption></figcaption></figure>

**Where:** Settings → Services\
Like Products, but for services (implementation, monthly fee, service image, consulting…).\
**Impact:** include services in the Proposal with standardized price/scope.


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