This guide explains how to enable required fields for setters within your Public Proposal settings, helping you enforce mandatory inputs and improve overall consistency. Once enabled, this field becomes mandatory for both customers and leads, ensuring that all essential information is provided before a proposal can be submitted.
Follow the steps below:
Step 1: Access "Settings" from the top-right menu.
Step 2: Select “Public Proposal” from the left-hand panel.
Step 3: Click on the "Edit" icon.
Step 4: Toggle the required field option "On or Off" according to your preference.
Step 5: Click “Update” to save your changes.
Step 6: When enabled, a red asterisk (*) will appear next to the field, indicating it is mandatory for customers and leads..
