Creating Proposal Documents

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How to create a new Proposal document

1. Click into the product that you would like to create a Proposal for.

2. In the configuration tab, click on the 'Add Form' button and select 'Quote' as the form type.


3. Add a name for the Proposal document in the 'Quote Name' box.

4. Click on 'Question Group," then "Create Questions"

5. Click 'Add and Map Form' to add a PDF document and map any questions from the Product to the new Quote Proposal document.

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