ERP for professional services, from first proposal to final payment

Yes. Document Studio in 1flux is a drag-and-drop page designer for quotations, which is how proposals are built. Place 53 live fields, line tables that continue cleanly across pages, repeating headers and footers, and 8 bundled font families or your own TTF and OTF fonts, on A4, US Letter, landscape or a custom page size. Arabic and English can sit side by side, with Arabic printed correctly.

Yes. Approval rules on 1flux quotations can target amount bands, so a proposal above a set total goes to a partner, or to any, all or a quorum of named approvers. Sending is blocked until the proposal is approved, and a rejection returns it to Draft with a reason. On approval the PDF locks, so the file the client receives is exactly the one that was approved.

1flux numbers each revision of a proposal, /R1, /R2 and so on, and every revision needs a reason. A revision starts as a draft, so it goes through the same approval rules as the original before it can be sent. Earlier versions are kept unchanged, so you can open any version the client received, along with the reason it was revised.

Yes. A project in 1flux CRM records the client, the partner or salesperson who owns it, scope tags such as Strategy, Design or Engineering, start and target dates and a status from Proposed to Completed. Link the deals behind it, then attach tasks and notes as the work moves. The proposal's cover letter can name the project, so the client sees the same name throughout.

Yes. Fees in 1flux are service lines on a sales order, invoiced up to the quantity ordered with no delivery note, so one engagement can be billed across several invoices. Each invoice can be in the client's currency at a stored rate, carries VAT per line and takes its due date from the client's credit days. The customer payment posts any realised FX difference automatically.

Yes. In the 1flux collections forecast, each partner or salesperson forecasts what every client will pay this month and next, per client and optionally per project. They record what was actually collected, and 1flux shows the variance, a Hit % and six months of forecast against collected. Managers see their team's lines, while each person edits only their own.

Yes. 1flux lets you choose whether everyone sees everything, or each person sees their own records and their team's, following the reporting lines you set. Named roles can be given permission to view or manage all records. Custom roles are built from more than 100 permissions, and a non-admin can't grant a permission they don't hold themselves.