Proposal Details
Proposal Details
5 Articles
Proposal ID and Associated Documents
Last Updated: May 9, 2025The proposal ID is the unique set of identity provided to each proposal and Letter of Engagement (LOE). On clicking the down...
Point of Contact vs Signatories
Last Updated: May 9, 2025On clicking the down arrow in Proposal ID (refer to the Proposal ID section to locate the ‘down arrow’ [‘v’ icon]), you...
Created By
Last Updated: April 22, 2025This section includes the record of the users who have generated the proposal for your prospect/clients. Depending upon the access and your...
Understanding the Deal Value
Last Updated: April 22, 2025The ‘Value’ column is next to the ‘Created By’ column. This provides you with the deal amount based on the service your...
Understanding the Deal Status
Last Updated: April 22, 2025The Status defines the progress of the proposal. It could be in any of the four states described below based on the...