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To create a proposal in Preo you're going to start by navigating to the Proposal page by clicking "Recent Proposals"
One on the Proposals home page you will click the works "+New"
You will then fill in the branch, order type, contract type, purchase type, service offer type and search for the customer you are building the proposal for. Please note, if the customer is not already built in Preo you can add them manually by clicking the green button "+." Once a customer has been selected then the proposal will generate.
