Proposals
Use Inspect Point Proposals to generate professional, branded proposals. From there, office users can create, review, and send proposals to customers for approval.
- How to Convert an Existing Proposal into a Template
- How to Create a New Proposal Template
- Feature Overview: Proposals
- Proposal Settings Overview
- How to Configure Default Proposal Settings
- How to Set Up and Manage Proposal Details
- How to Create Proposal Types
- Proposal Status Overview
- How to Create a Proposal Status
- How to Setup and Manage Proposal Reminders
- How to Create a Proposal in the Backend
- How to View the History of a Proposal
- Using Profit Margins on Proposals
- Grouping on Proposals
- How to Hide Quantity, Unit Price or Line Item Total on a Proposal
- Review Proposals
- How to create a proposal for a building not inside your instance