Manage Proposals and Properties
While working with a proposal, you can save, edit, copy, delete, and export proposal information, as well as define the proposal properties.
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- Define Proposal Properties
When you create a new proposal, you can specify default properties for the proposal, including the title, dates, associated records, and related notes. You can also update an existing proposal's default properties. This feature is available if your enterprise uses CRM Plus. - Edit a Saved Proposal
You can modify most aspects of an existing proposal. - Copy a Proposal
You can copy an existing proposal to use as the basis for a new proposal. This is useful when you have multiple proposals with similar content. - Export a Proposal
After you generate a proposal, you can export it in an Adobe Acrobat Portable Document Format (PDF) or other file type and save it for reuse (printing, emailing, and so on). This feature is available if your enterprise uses CRM Plus. - Delete a Proposal
When you delete a proposal record, you permanently remove it from the database. You cannot undo the deletion.
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