Creating and Submitting Proposals

Last Updated November 1st, 2018 by Katie O'Brien

Creating New Proposals

How to create a Proposal:

  1. Navigate to a Work Order you're creating a Proposal for.
  2. Click the + button at the top right.
  3. Select New Proposal.
  4. Enter the proposal details.
  5. Click Save & Process or Save Draft.

Save Draft

This will allow you to save a draft to come back to later without submitting it to your customer. You can come back and submit at a later date.

Save & Process

This will submit this proposal to your customer for their review.

Was this article helpful?