How do I Customize the Proposal Name?

The Proposal Name can be customized in 3 places. 

• Management Portal - Company Default
• App Navigation Menu Settings - User Default
• Signature Customize button - Unique to a quote - 

1) Your Company Admin can customize the Proposal Name in the Management Portal Custom Settings Section.

2) Individual users may set custom proposal names that apply only to their quotes in the Navigation Menu Settings section.

3) Users may create a proposal name for a specific customer while building a quote using the Customize Button on the Signature tab.