Proposal Details Page
The Proposal Details Page is the homepage for each of your prospect's (or customer's) proposals.
Accessing the Proposal Page
Access this page by clicking the blue number to the left of the open proposal you would like to view. Check the "...
Adding a Proposal
Adding a New Proposal
1. New Proposal
Click "New Proposal" on the right side of the screen:
2. Select a Proposal Site
Select the site you would like to link the proposal to from the dropdown box and click "Ok". This step ...