The Proposals tab displays all open or completed proposals for the customer.
Add New Proposal Button
Clicking on the Add New Proposal button will open the Proposal form to create a new proposal for the customer.
Proposal Hyperlink
In the Number column, clicking on the hyperlink of a Proposal will open the proposal for viewing and/or editing. Users with permissions are able to make changes to the proposal and re-save, only if the proposal has not been completed.
