The attached document contains step by step instructions on building a proposal. Download and print for a quick reference guide.
Articles in this section
- Why is there a delay when sending a customer email from the signature tab in the app?
- What happens when I edit an old quote AFTER a Business Rule Change?
- What happens when I edit an old proposal after a pricing update?
- Is there a way to get a proposal more than 1-year old back onto the tablet?
- How to send a Proposal via DocuSign
- Multiple Price Books - How do I move a customer to a different price book? Reassign the customer class?
- Multiple Price books - How do I select a specific price book for a customer?
- How Do I Add an Instant Cash Rebate to a Quote?
- How do I change the Customer Number?
- How do I change the job number?
Comments
0 comments
Please sign in to leave a comment.