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Proposal Template Attachements

Request to be add attachments to a proposal template so you don’t have to add attachments to each customers proposal. That way they load with that type of proposal every time automatically. Then we can have proposal each type of product service and the warranty documents and maintenance instructions go with that type of proposal when created.

1 comment

Comments1

  • An Anonymous User

    •

    Mar 6, 2025

    This would be a good option