Send a proposal to look more professional and avoid miscommunication! Here’s how:
- From the home screen, select “Proposals”
- Select “Create Proposals”
- Fill out the fields
- Select the + button to add an item to the proposal, repeat as necessary
- Select “Save & Preview” to view a preview of the proposal
- Select “Send” to send the proposal
Q: Can I save the proposal and not send it?
A: Yes, once you view the proposal preview, it will be saved for you to return to later.