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                                                                    • keyboard_arrow_right Proposals
                                                                    • keyboard_arrow_right Overview

                                                                    Proposals

                                                                    Proposals

                                                                    The term Proposal is used throughout this user guide to mean the document you send to your clients, listing the items you are proposing for the project. This document normally includes images and pricing.

                                                                    Your firm might use the term Budget or Estimate for this document. If so your System Admin can change the term Proposal to the term you use in the System Settings.

                                                                    The Proposal List View

                                                                    To view the Proposal List View for the project you are working on, click Accounting, then Proposals (or whichever term your firm uses).

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