Proposal Management

Step 1:
Pre-define the initial proposal settings in the settings page

Step 2:
View the list of Proposal created in one view

Step 3:
Option to add proposal note in the view page which will be displayed only to admin and executive and not in the proposal. This will be really helpful for adding additional information regarding the proposal.

Step 4:
In the view page, option is provided to download the proposal in pdf format or print or send the proposal directly by email to your client.