Proposals

Proposals

 

The term "Proposal" is used throughout this User Guide to mean the document that you send to your clients that lists the items you are proposing for this project. This document normally includes images and pricing.

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

 


The Proposal List View

To view the proposals for the project you are working on, click Accounting then Proposals (or whatever term your firm has setup).

 

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