DripJobs Help Center

How To Create A New Proposal From A Deal Card That Is On Estimate Scheduled?

In this article, you will learn how to create a new proposal from a deal card that is on estimate scheduled.

Written by Salma Castillo

Updated over 2 months ago

1. Click On "Sales Pipeline"

Click on Sales Pipeline

2. From Estimate Scheduled, Identify The Deal Card Where You Want To Create The Proposal

From Estimate Scheduled, identify the deal card where you want to create the proposal

3. Click On The "New Proposal" Button To Build It From The Deal Card

Click on the New Proposal button to build it from the deal card

4. Select The Proposal Template Of Your Preference, Or Start Building It From

Select the proposal template of your preference, or start building it from

5. When All Details Are Ready, Click On "Start"

When all details are ready, click on Start

6. It Will Take You To The Proposals Section, Where You Can Either Build It Or Finalize The Necessary Details

It will take you to the proposals section, where you can either build it or finalize the necessary details

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.