⚙️ Settings
🎨 Branding & Color Theme
Appears as thank-you message on every proposal.
Subtle
Medium
Strong
Accent
✓ Saved!
💳 Payment Details
✓ Saved!
👥 Employee Management
🛠 Service Templates
📜 Default Terms & Conditions
Auto-fills in every new proposal. Editable per proposal.
✓ Saved!
📥 Export Backup
Download all data. Use this to transfer to another device or keep as safety backup.
💡 Cross-Device Usage:
- Employee creates proposals on Phone A
- Go to Settings → Backup → Download JSON
- Share JSON file with admin (WhatsApp/Email)
- Admin opens Settings → Backup → Import JSON
- All proposals now visible to admin ✅
💡 For real-time sync: Host on Hostinger with PHP backend (see Hostinger package)
🔄 Update CRM (Future Features)
When new features are added in future, follow these steps to update without losing any data:
- Step 1: Export JSON Backup (button above) — save it safely
- Step 2: Open the new CRM HTML file in browser
- Step 3: Go to Settings → Backup → Import the JSON file
- Step 4: All your proposals and settings are restored ✅
Version: 1.0 | Your data is always yours and never lost.
🖼 Proposal Templates
Choose which template to use for generated proposals.
✓ Template Saved!