PreSale

The Presale Module in Fin Ledger provides all the essential tools to simplify and manage your presale operations efficiently. It helps businesses create professional proposals, manage retainers, and maintain smooth communication with clients — ensuring a faster deal closure process.

Key Features:

  • Create and manage customized client proposals effortlessly.

  • Track proposal status and client approvals in real-time.

  • Manage retainers and recurring presale agreements easily.

  • Improve collaboration between sales and finance teams.

  • Enhance presale efficiency with automated workflows and reminders.

Proposal Management

In Fin Ledger, the Proposal Page provides a complete overview of all your client proposals, helping you monitor every stage of the presale process efficiently. You can easily manage, export, and create new proposals to streamline your workflow.

Key Features:

  • View a complete list of all created proposals.

  • Track the status and progress of each proposal.

  • Export proposal lists for quick data management.

  • Add new proposals to start presale operations.

  • Maintain organized records for better decision-making.

Proposal Actions

In Fin Ledger, you can efficiently manage all your proposals using multiple built-in actions. The system allows you to quickly access, modify, and duplicate proposals for faster operations.

Key Features:

  • View: Open and review complete proposal details.

  • Duplicate: Create a copy of an existing proposal for reuse.

  • Edit: Update proposal information easily when changes are needed.

  • Delete: Remove unwanted or outdated proposals.

  • Detailed View: Click on the proposal ID to access full proposal details and perform actions like viewing or copying the proposal.

Retainer Management

The Retainers Page in Fin Ledger offers the same streamlined functionality as the Proposal Page, allowing you to manage all your retainers efficiently. It provides an organized view to track, export, and add new retainers as needed, ensuring smooth presale and client management operations.

Key Features:

  • View and manage all existing retainers in one place.

  • Track retainer details and status effortlessly.

  • Export the retainer list for reporting and analysis.

  • Add new retainers quickly to manage ongoing client commitments.

  • Maintain accurate records for better financial tracking.

Retainer Actions

Just like proposals, retainers in Fin Ledger can be managed with ease using multiple action options. You can view, duplicate, edit, or delete retainers as per your requirements. By clicking on the Retainer ID, you can access complete details, allowing you to view and copy retainer information whenever needed.

Key Features:

  • View: Access complete retainer details instantly.

  • Duplicate: Create a copy of an existing retainer for similar projects.

  • Edit: Update retainer data easily whenever changes are required.

  • Delete: Remove unnecessary or outdated retainers.

  • Detailed View: Click on the Retainer ID to open full details and copy information quickly.

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