Customizing Proposals

Proposal Options Page: Install Kits

Sales, Building A Proposal, Customizing Proposals

Proposal Options Page: Services

Sales, Building A Proposal, Customizing Proposals

Proposal Options Page: Discounts, Rebates & Credits

Sales, Building A Proposal, Customizing Proposals

Proposal Options Page: Summary & Finance Plans

Sales, Building A Proposal, Customizing Proposals

Editing A Homeowner’s Proposal

Sales, Customizing Proposals, Making Sales

Post Sale: Sales Order Tab

Sales, Customizing Proposals, Making Sales

Sales Order Tab: Actions

Sales, Customizing Proposals, Making Sales

Filling Out A Work Order

Sales, Customizing Proposals, Making Sales