Track enquiries, issue proposals, and keep on top of all your leads.
- What are Proposals?
- Creating Proposals
- Attaching Documents to Proposals
- Adding Discounts to Proposals
- Adding Products to Proposals
- Previewing Proposals
- What are Document Templates?
- Creating Document Templates
- Editing Document Templates
- Using the Document Template Editor
- Managing Dynamic Fields in Document Templates
- Previewing Document Templates