After saving/creating a proposal you will be redirected to the preview area where you can add your content. However if you are trying to add content to a specific proposal or came back later after saving a proposal then your have to open the proposal first. Navigate to Sales > Proposals and find the proposal andRead More.
From the main menu navigate to Sales ->Proposals and on the top right side click the New Proposal button A proposal can be sent to both leads and customers. So choose Related to Customer or Lead. Choose the lead/customer who is related. Some of the fields will be automatically filled. You can adjust based onRead More.
You can send a proposal to your customer or lead in two different formats. PDF Web View (meaning your customers/leads can view it as a web page, accessing by a link) Sending via Email Navigate to Sales > Proposals and open the proposal Click on the envelop icon and a modal should pop up. IfRead More.
Generally, there are some parts of a proposal that are static and hardly changes, or even if it does then not so frequently. For example, company profile, company address, phone number etc. On the other hand there are also some parts that are dynamic, like product items, total amount, proposal number, date, customer’s name, nameRead More.