Once you have selected the service and adjusted the price, click on ‘Proceed to preview’ to preview the proposal before sending it to the prospects.
To include the cover letter, tick ‘Include Cover letter’ on the left.
To select the proposal template, click on ‘Proposal’ tab and select the proposal from drop-down.
To select the Engagement Letter template, click on the ‘Engagement Letter’ tab and select the Letter of Engagement from the drop-down.
If the Proposal and Engagement letter requires more than one Signatories, go to ‘Engagement Letter’ tab on the Select for Preview.
Click on ‘Pen and Paper’ icon to edit the proposal.
Next, click on ‘Signatories’ tab.
Click on ‘Add More’ to add more signatories.
To send the proposal, click on ‘Continue As’ and select ‘Send Live’.
