- Date- 01-09-2017
- Tag- Proposels
To create a proposal, simply navigate to the top left side and click on “create proposal.”
You might want to create a proposal to lead or to a customer. After adding the contents, simply click on the green button on the left to save the proposal.
To avoid creating multiple files containing the same information, you might use the merge fields feature. Do this by clicking on the links available to merge fields.