How to Access Proposal Settings?

Created by Jared Developer, Modified on Sun, 10 Sep, 2023 at 11:17 AM by Jared Developer

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. Here, all components of the proposal are displayed. You can edit the templates for Proposal Acceptance, Statement of Work, Terms and Conditions, Title Page, and Proposal Stage Summary.



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