> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/sprintgestao/initial-settings/proposals-and-invoices-initial-settings-guide.md).

# Proposals and Invoices - Initial Settings Guide

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F4qz78y6Om0KKFeuz8OoE%2FChatGPT%20Image%20Sep%2013%2C%202025%2C%2010_19_37%20AM.png?alt=media&amp;token=b2644046-bc4e-4600-94a9-87f9c3b0e802" alt=""><figcaption></figcaption></figure>

### 1) Sales Channels

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FdYAgeyqD4h8xU4sbB2qG%2Fimage.png?alt=media&amp;token=8466dfcd-e564-4ae1-ad2b-bb805dcd22ff" alt=""><figcaption></figcaption></figure>

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

### 2) Contracts

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FkSOX35kEXlgsAGZSF4uU%2Fimage.png?alt=media&amp;token=9bf866b7-20b1-4684-a684-bc359f660bc4" alt=""><figcaption></figcaption></figure>

**Where:** Settings → Contracts\
Create templates with **variables** (customer, amounts, deadlines).\
**Impact:** attach to the Proposal for a complete closeout (proposal + contract).

### 3) Payment Methods

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FtnkzZGcpA7S01sqAqOYQ%2Fimage.png?alt=media&amp;token=e7b048c5-6600-4755-b205-98a749eafb2d" alt=""><figcaption></figcaption></figure>

**Where:** Settings → Payment Methods\
Enable PIX, Card, Bank Slip, Bank Transfer, etc. (integrate gateways if you use them).\
**Impact:** options shown in the Proposal/Invoice and in emails.

### 4) Payment Plans

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FmybLmeUV9rDcBNRk6kmJ%2Fimage.png?alt=media&amp;token=51559654-1904-4ea0-a387-f710e65c05ad" alt=""><figcaption></figcaption></figure>

**Where:** Settings → Payment Plans\
Set up ready-made terms (Cash, 30/60, Down payment + 3x, Recurring…).\
**Impact:** applies installment payments with 1 click in the Proposal/Invoice.

### 5) Price Tiers

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FT9pMNe9mH3D8HHHWX2F3%2Fimage.png?alt=media&amp;token=618e52a8-757c-4a53-8c77-484fce999166" 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 values** later, when registering products/services.\
**Impact:** in the Proposal, select the tier and the prices are already correct.

### 6) Branches

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FO7ambryN7UweO07bTXc1%2Fimage.png?alt=media&amp;token=9c652988-df6e-412d-a71b-4f42777b9e4e" alt=""><figcaption></figcaption></figure>

**Where:** Settings → Branches\
Fill in company 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="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FiMFOyabIarxApM5SBdRF%2Fimage.png?alt=media&amp;token=76eafcc7-0693-487e-97b5-004cc2a04bae" alt=""><figcaption></figcaption></figure>

**Where:** Settings → Products\
Register individual items (name, short description that goes to the PDF, unit, price, product image).\
**Impact:** building the Proposal becomes “add item”.

### 8) Services

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FaIX29BlbeYoid1gxyXEJ%2Fimage.png?alt=media&amp;token=115099a6-bc99-4ea2-a82f-a1fc12aa600e" alt=""><figcaption></figcaption></figure>

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


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