If you wanted to manually send the customer a link to their proposal: Open up the customer you’re talking to Click on the bid date next to the proposal date (or last recalculation) Click on the ...

With the new proposal layout, we have rolled out 3 new updates that will help you to utilize the power of the new proposal format. If you don’t want to force customers to sign the proposal in or...

It’s here and it’s ready! Check out the video to see the following: The new layout with a card view of each package The new “additional information” area The way to navigate th...