Related Articles
Creating a Proposal
Within the ‘Proposals and Projects’ tab select ‘Proposals’ - From here you can see all of your proposals which have been created Click ‘Create Proposal’ on the top right hand side This will open a form for you to fill in details such as the name, ...
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 ...
Creating a Proposal within the Customers Tab
You can create a proposal from multiple places on the platform. From within the Customers Tab, in the CRM section: Select the customer the proposal is related to This will then bring up a page with all of their details on In the top right corner ...
Creating a Purchase Order without a Proposal or Project
Click on the ‘Purchase Orders’ tab on the left hand corner At the top right of this screen, click the button ‘new purchase order’ A new window will then open, at the top, you will be asked to add a reference. This can be something that you want all ...
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 ...