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6. Create and send a business proposal
6. Create and send a business proposal
Sam S avatar
Written by Sam S
Updated over a week ago
  1. If you use ReportGarden app for the first time, you'll see the homepage.

  2. Click on 'Proposals' icon.

  3. You should have at least one client to create a proposal. So, once you click on the proposals icon, you'll see 'New Client' creation page.Β 

  4. After creating a client, you'll see the 'Proposals welcome page.' Click on 'Create Proposal' button.

  5. Choose a template.

  6. Give a name to your proposal and submit. That's it.πŸ˜ƒ

Have further questions about 'Proposals' module? Feel free to reach out to us at [email protected]

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