Creating New Proposals
How to create a Proposal:
- Navigate to a Work Order you're creating a Proposal for.
- Click the + button at the top right.
- Select New Proposal.
- Enter the proposal details.
- Click Save & Process or 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.
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