Proposals

Learn to create, edit, and send client-facing proposals. Covers manual creation, version management (V1, V2, ...), adding comments, and sharing with clients.

• How is a Proposal Created? (Automatic vs. Manual)
• How to Edit Proposal Details and Line Items
• How to Manage Proposal Versions (V1, V2, etc.)
• How to Set a "Current" Proposal Version
• How to Share a Proposal
• How to Add Internal & External Comments to a Proposal
• How to Watch a Proposal for Changes
• How to Create a Manual Proposal (Quote)