Proposals
- How to create a proposal
- Using Profit Margins on Proposals
- Grouping on Proposals
- How to use Proposal Reminders
- How to create a user added proposal status
- The ability to add multiple terms and conditions and exclusions to a proposal
- How to create a proposal for a building not inside your instance
- How to view the history of a proposal
- How to manually change a proposal status
- How to add a proposal type to a proposal
- How to setup proposal types
- How to filter by proposal status
- What are the different proposal statuses?
- How to convert a proposal to an invoice
- Proposal Settings
- What do the different icons mean on the Proposal screen?