Once you have your client saved in your account, you are ready to start generating a proposal for them. Creating a New Client
From the Pipeline, click the 3 dots on the “Proposals” tab and select “create new.”
Select an existing client from the dropdown menu, or create a new one using the blue “plus” button on the right side.
Once you have the client loaded, click the large blue “Next” button to go into the proposal screen.
You can also build a quote for a new client by hovering over their name in the Pipeline and selecting “Build quote.”
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