CiuisCRM: Client Proposals
Written by Yaroslav M
Last update: Tuesday, Sep 20, 2022
Last update: Tuesday, Sep 20, 2022
Proposal
1. You can find the "Proposal" by clicking on the "Proposal" menu from the client header or from the left menu of the client panel.
2. Added proposals will be shown below.
Proposal View :
1. Click on any particular proposal you need information about . You will be redirected to the page as shown below.
1. You can Accept or Decline a Proposal.
2. To add a comment click on the Add Comment button.
3. Finally, you can Download and Print the Proposal using the PDF option.
Client area
6 articles in this category.
Written by Yaroslav M.
Written by Yaroslav M.