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How To Create A New Proposal From Beta Version

1. Click on "Operations" on the top center menu, and select "Proposals" from the sub-menu. Click on the round plus button on the right to add a new Proposal

2. Enter a Client Name, Site Name on the left panel, add a Item Type and Item Name in the center panel. To add a new Line Item click on the blue button on the right. To create a copy of the same Line Item or delete a Line Item, click on the three dots for each Line Item.

After entering the amounts click on the blue button on the top right corner to "Save and Send" the Proposal. You can also click on the three dots to see more statuses before saving your Proposal