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. Opportunities . Help . Help
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Index.Search
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Proposals > [Proposal number] > View
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To see what your clients and prospects will see when they click on the linked URL to view your proposal:
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1. Click on the "Proposals" tab.
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2. Click on the "All proposals" tab.
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3. Click on the number of the proposal you want to see.
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4. Click on the "View" tab. You will see the html version of your proposal.
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5. Click on the "Proposals" tab to return to the Proposals list.
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How would I submit a proposal for approval or
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approve a submitted proposal?
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Index.Search