Proposal types: personalized or lead-capture?

There are two proposal types, and you choose which when you create it: personalized, meant for a specific client, and lead-capture, public so you can embed it on your website and capture leads.

1. 1When creating a proposal, choose the type: «Personalized» or «Lead-capture».
2. 2Personalized: aimed at a specific client, with their details and price, shared by link or PDF.
3. 3Lead-capture: public and not tied to a client; embed it on your website or share it to attract prospects.
4. 4On a lead-capture proposal, add a «Form» block in «Capture» mode so prospects leave their details in your CRM.

Consejo: You can take a personalized proposal that works well and reuse it as a template for a lead-capture one (and vice versa).