1. Click on Operations
2. Click on Proposals (Beta)
3. Click on the + sign at the right hand corner
4. Select the Client Name from the drop down
5. Select the Site name
6. Select the Work Order number by clicking in the work order box
7. Select the Trip on which you want to create a Proposal
8. Enter the Clients email you want the proposal to be sent to
9. Select a Contact from the list
10. Click on Add Line Item
11. Select the Item Type from the list
12. Select the Item Name from the list
13. Enter a Description if required
14. Enter the Base Price
15. Enter the Quantity
16. Upload a local file if required
17. Click on Save and Send
18. Click Send
