Managing proposals

This document offers step-by-step guidance on creating and managing proposals and quotes, highlighting the essential aspects of the process.

Create a new proposal

1. Open the application
2. Go to proposals
3. Click on New Proposal
   
4. Fill out the proposal information, add line items, and optionally upload proposal attachments.
   
5. Click Send to send the proposal to the defined contacts 
6. or click Save & Exit to save the proposal without sending
7. or click Cancel to close the modal without saving your changes

Edit a proposal

1. Open the application
2. Go to proposals
3. Click on Edit proposal
4. Modify proposal fields
5. Click Send to send the proposal to the defined contacts 
6. or click Save & Exit to save the proposal without sending
7. or click Cancel to close the modal without saving your changes

Delete a proposal

1. Open the application
2. Go to proposals
3. Click on Delete proposal
4. Confirm deletion