How to Create Proposal for Potential Clients and Leads

From initiating the Proposal to selecting products, configuring tax settings, and saving the final document, you now have a comprehensive understanding of efficiently creating proposals within the application.

This guide covered the step-by-step process of creating a Proposal for potential clients and leads in Taskgate.io.

There are no ways to create and add proposals.

• Option 1 is directly within the Lead and Deal profile,

• Option 2 is in a separate module of the Finance tab in the left-side menu.

Option 1:

Option 2: