How-to Guides
Build proposal budgets, set rates and convert accepted proposals into projects.
By Almera and 1 other2 authors3 articles
- How to set up a proposal budgetBuild deliverables and tasks, set prices and sync an opportunity’s proposal with its budget.
- How to set a custom rate card for proposal budgetsSet proposal-specific billable rates and choose whether to apply them to existing budget resources.
- How to convert a proposal into a won projectReview an accepted proposal and convert its deliverables, tasks and budget into an active project.