How to Access the Proposals Module?

Created by Bitumio Support, Modified on Wed, 6 Sep, 2023 at 4:25 AM by Bitumio Support

1. Upon successful login, click the Proposals button from the left navigation bar. Doing so takes you to the Proposals screen.

2. Here, all the created proposals are displayed. Information for each proposal is tabulated via various columns that include ID, Client Name, Status, Estimator, Contact Name, Contact Phone, Created Date, Sent Date, Proposal Total, and Actions.

3. You can search for a specific proposal using the search bar at the top-left corner of the grid.

4. To view the details of a proposal, click the proposal name.