How to Access Proposal Settings?

Created by Bitumio Support, Modified on Mon, 28 Oct at 5:46 PM by Bitumio Support

1. Upon successful login, expand the Organization Settings category. This reveals a list of options.

2.. From these options, click Proposal Settings. This takes you to the Proposal Settings screen.

3. Select the format for the proposal from the Proposal Format section.

4. Select the color of the proposal using the Proposal Color palette.

5. In case you do not want to remove unit price and quantity from the proposal, unmark the Remove Unit Price And Quantity checkbox.

6. Similarly, unmark the Remove Individual Line Item Pricing checkbox in case you do not want to remove individual line item pricing from the proposal.

7. Once the format is set, click the button.

8. Moving further, you can see all components of the proposal. You can edit the templates for Proposal Acceptance, Statement of Work, Terms and Conditions, Title Page, and Proposal Stage Summary.