Proposals
Send proposals and engagement letters to clients
- Proposals: Overview
- Proposals (Basic): Create & apply templates
- Proposals (Basic): Send manually or automatically
- Proposals (Basic): View, Delete, Save as PDF, Print and More
- Proposals List (Basic): View, Sort, Search
- Proposals (Basic): View History/Audit Trail
- Services (Basic): Add to proposals
- Proposals (Basic): Manage signers & signature authority
- Automove (Basic): Send proposals & link to jobs