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Organizing Proposals: Tips for Clients with Ongoing Projects

In this article, you will learn how to organize proposals.

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


1. Click on "View Proposal"

Click on "View Proposal"

2. Click on the Name Displayed

Click on the Name Displayed

3. Type the Name You´d Like It to Have

Type the Name You´d Like It to Have

4. Click on "Submit"

Click on "Submit"

5. See How the Display Name Changes


6. Click on "View Deal"

Click on "View Deal"

7. Click on the Pencil Icon

Click on the Pencil Icon

8. Type the Deal Name You´d Like It to Have

Type the Deal Name You´d Like It to Have

9. Click on "Save"

Click on "Save"

10. Click on "Proposals"

Click on "Proposals"

11. See How the Deal and Proposal Name Are Customized as You Wanted

See How the Deal and Proposal Name Are Customized as You Wanted

12. Click on the Contact

Click on the Contact

13. Click on "Deals"

Click on "Deals"

14. See This New Deal Name Appearing

See This New Deal Name Appearing



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

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