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Proposals List

Follows these steps to view all your Proposals in list format.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a week ago

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1. Click on Proposals

Click on Proposals

2. This is how your Proposal List will look like

This is how your Proposal List will look like

3. You can add a New Proposal

You can add a New Proposal

4. And all your templates will be there, or you can do it from Blank

An all your templates will be there, or you can do it from Blank

5. You can search by Customer's Name, Deal Name, Proposal #, Job Address or Proposal ID

You can search by Customer's Name, Deal Name, Proposal #, Job Address or Proposal ID

6. You can also filter by Status

You can also filter by Status

7. You can sort by Status

You can sort by Status

8. You can sort by Customer

You can sort by Customer

9. You can sort by Deal

You can sort by Deal

10. You can sort by Proposal Name

You can sort by Proposal Name

11. You can sort by Proposal ID

You can sort by Proposal ID

12. You can sort by Job Address

You can sort by Job Address

13. You can sort by Amount

You can sort by Amount

14. You can sort by Date

You can sort by Date
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