Toolbar of Custom Proposal Form

Use the toolbar on the Custom Proposal form to create or save custom proposal records.

Field	Description
Save	Click this option to save the proposal under a proposal name.
New	Click this option and then select New Proposal or Copy Current Proposal.
Delete Proposal	Click this option to delete the proposal that is currently open. Warning: When you delete a proposal, it is permanently removed from the Ajera CRM database. You cannot undo this action.
Open	Click this option and select the custom proposal to open from the Custom Proposal Lookup.
Sections	Click this option to open the Configure Sections dialog box and create the Info Center sections for a custom proposal. Each custom proposal section contains records from one Info Center. You can add one or more sections to a custom proposal. After you create one or more sections and click Close on the Configure Sections dialog box, a tab for each section now displays on the Custom Proposal form.
Create Proposal Log	Click this option to display the Proposal log dialog box. Use the fields to identify the related opportunity.
Merge Proposal	Click this option and select either: Merge Current Section — Select this option to merge only the section whose tab you have open on the Custom Proposal form. Merge Multiple Section — Select this option to open the Select Sections to Merge dialog box and select one or more sections of a custom proposal to merge.
Help	Click this option to display the online help for Custom Proposals.