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How to Create a New Proposal from the Command Center?

In this article, you will learn how to create a new proposal from the command center

David Arteaga avatar
Written by David Arteaga
Updated over a month ago

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​1. Click on the Deal Name

Click on the Deal Name

2. Click on "New Proposal"

Untitled step

3. Select the Template You Want to Use

Fill out all the information required for this proposal to be created

Select the Template You Want to Use

4. Click on "Start"

Click on "Start"

5. You'll See the Proposal Created

You'll See the Proposal Created

6. The Deal Card Would Move Its Stage

The Deal Card Would Move Its Stage


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If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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