Users now have the option to access an updated and improved proposal interface. To utilize this feature, they need to request that the superadmin enable the "New Proposal UI" setting. Once enabled, users will experience a refreshed view of the proposal tool, featuring a vertical navigation bar on the left side that outlines each stage of the proposal process.
Step 1: Click on the Customer tab from the main menu and select your customer.
Step 2: Click on the “View Details” button on the proposal card
Step 3: The new proposal UI helps you track each step of the proposal process with a vertical bar on the left that outlines the steps required to complete the proposal.
