Proposals Concepts
The Proposals application streamlines the proposal generation process. You can design custom proposals from scratch, or create a proposal based on a template or an existing hub record. You can also insert data from hub records directly into your propsals.
- Related Topics:
- Using Edit Record Layout Mode
When the proposal includes records from the hubs, the proposal must be in Edit Record Layout mode for you to make updates or edits to the proposal. - Data Entry Standards for Proposals
The Proposals application automates many steps in the proposal process because it retrieves data directly from the hubs and inserts that data into the proposal form. - Proposals and FileStream
FileStream is a Microsoft SQL Server feature that is required when uploading and including image files with Proposals.
Parent Topic: Proposals