Adding Products to a Proposal

• Related Articles

• Adding Products to a Proposal

  To add products to a proposal, Go to the ‘Proposals’ tab within ‘Proposals and Projects’ on the left hand menu On this page you will be able to see all of the proposals that you have created, click into the one you want to edit/view Once you are in ...

• Adding Products within Client Mode

  To access Client Mode, go to the 'Proposals and Projects' tab and click into the project you want to work on with your client Click on the Client Mode tab to open up the project/proposal in Client Mode This will open a new window, showing your ...

• Adding Custom Products

  Custom products are added to Specifi by you when you need a particular product that you wouldn't order from your Specifi Suppliers, for example a TV or small electrical product that you were only purchasing once. To add a custom product: Click on the ...

• Creating a Digital Sales Proposal

  - Once you have chosen the proposal that you want to create a digital proposal for, click the button 'create proposal' - A page will open where you can choose from an existing template or you can build a proposal from scratch. Building a proposal ...

• Adding a New Room in Client Mode

  When in Client Mode, to add a new room to a floor: Go to the correct floor where you want to add a room to - you can change floor by clicking the 'Change Floor' icon on the top right This will then open a menu along the bottom showing all of the ...