Please keep in mind that if you use Realhub or Campaigntrack, this video won't be relevant for you. This is for users who use the Standalone Engage platform.
Instructions:
Under the proposal you're after, select Marketing Quotes and click on Add New Quote.
Select Empty Quote, you will be directed to a different page afterward. From here, you can input or add any necessary details.
You can have the ability to make this a template to use for future proposals as well.
You can also start in Account Admin > Quotes to create your quote templates.
View our video below to learn how.
If there are any issues or concerns, please contact your Engage Support at support@engagedigital.io.