Specifi | Knowledge Base | Create Proposal | How to

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 select ‘create proposal’

  • Choose a name along with a proposal type and priority.