Hi,
I’m attempting to use the proposals feature for the very first time. I created my quote first, and then selected ‘New Proposal.’ It seems to have only pulled in basic information like the name of the client and their address. Is it not also supposed to pull-in the various items & labor charges that are a part of my quote? Do I have to manually add those? What’s the general workflow for doing this?
(Note: I am still running version 4.5.19.)