Creating a New Proposal From the Deal Card | DripJobs Help Center

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Creating a New Proposal From the Deal Card

Creating a New Proposal From the Deal Card

The following will describe how to create a new proposal from the client's deal card with the three dots.

Written by Chloe Hunter

Updated this week

1. Click on the Sales Pipeline or Jobs Pipeline

Click on Sales Pipeline or Jobs Pipeline

2. Locate the Deal Card

Locate the Deal Card

3. Click on the 3 Dots

Click on the 3 Dots

4. Click on 'New Proposal'

Click on 'New Proposal'

5. Choose a Blank Proposal or a Template

If you want to create a proposal template, click here for more information.

Choose a Blank Proposal or a Template

6. In This Example, We Chose the Cabinet Refinishing Template

In this example, we chose the Cabinet Refinishing Template

7. Edit Any Deal Details That Need to Be Changed

Edit Any Deal Details That Need to Be Changed

8. Click on 'Start' at the Bottom

Click on 'Start' at the Bottom

9. The Proposal Will Open, Make Any Needed Adjustments

The Proposal Will Open, Make Any Needed Adjustments

10. The Deal Card Will Move to the 'In-Draft' Stage Automatically

The Deal Card Will Move to the 'In-Draft' Stage Automatically

If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.