Proposal

Created by Emily A, Modified on Thu, 17 Apr at 9:26 PM by Emily A

Follow these steps to unlock the full potential of the proposal feature:

1. Access the Proposal Section: Begin by clicking on the "Proposal" option in the customer portal.

2. View Proposal Status: The current status of each proposal will be prominently displayed, keeping you informed at a glance.

3. Preview the Proposal: Click on the Preview icon to get a detailed look at the proposal.

4. Download or Comment: In the preview:

Click on the Download icon to save a copy of the proposal to your device.
Use the Comments icon to provide your feedback directly within the portal.

5. Sign the Proposal: Click on the "Sign and Preview" button to proceed with signing the proposal. You have the flexibility to:

Upload your signature or
Draw your signature directly within the portal.
Then, click on "Sign Proposal" to complete the signing process.

6. Accept the Proposal: Finalize your agreement by clicking on the "Accept Proposal" button.

7. Expand for Full Details: To view comprehensive details of the proposal, click on the Expand button. All relevant information will be displayed for your review.

By following these steps, you can effortlessly manage proposals with precision and ease, ensuring seamless collaboration and decision-making.

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