Adding Products to Proposals
  • 27 Jan 2022
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Adding Products to Proposals

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You can add products to any existing proposal.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click CRM > Proposals.

  3. Click on the relevant proposal.

  4. Click on the Products tab.

  5. Click Add product.

  6. Select the Product you want to include in the proposal.

  7. Adjust the Quantity and Price as needed.

  8. Select an Invoice on date.

  9. Select if you want the product to be invoiced once as the proposal is accepted or or on a recurring basis.

  10. Click the Save Changes button.

All set! You can repeat the process for any additional product you want to include in the proposal.

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