Proposals is our legacy module that automated Sales workflows. All accounts created before December 2023 had that module enabled by default.
In February 2024 we have replaced Proposals with SalesFlows which let you:
define and manage your pricing information centrally (Home/SalesFlows)
send quotes & proposals to Prospect - users who do not have portal access - via "Porspect" portal group
ability to embed upselling workflows inside client portals using Services widget
When you uninstall Proposals you will loose all data and settings stored in that module.
To uninstall, click the Uninstall button in Proposals Dashboard:
Once you do that the Proposals option will disappear from the top banner and a new option will appear in Home: notably SalesFlows.
