1. From the navigation bar, select “Projects” then “Items”

create_a_proposal_1.png

 

2. Select the "Client/Project" you wish to create a Proposal for

create_a_proposal_2.png

 

3. After selecting your "Client/Project", select the item you wish to create the Proposal for by checking the check box labeled "Select Item"

create_a_proposal_3.png

 

4. After selecting your item, select "Create Proposal"

create_a_proposal_4.png

 

5. Your Proposal will be created with a new Proposal #. You can view your new Proposal in the "Proposal" section in "Projects" now.

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