How to create/manage Proposals:
- You can find Proposals on the left side of the page.
- Alternatively, you can also find it under Finance.
- To Create a proposal, click on the ‘+’ sign.
- Fill in all the details and click on Save.
- You can Mark a Proposal as Draft, Sent, Open ,Revised, Declined or Accepted as follows:
- To Update or Edit the Proposal click on Edit and then Save.
- You can Convert the Proposal into Invoice as follows:
- You can Send, Download and Print the Pr...