In some cases you may be creating multiple proposals for a client throughout the year and want a quick and easy way to distinguish between these.
So.. why not apply a project title to your proposal?
How to assign a project name to your proposal
Create a proposal and start filling out the basic information section.
This is where you can give the proposal a project title.
This title will then appear in two places.
You will see it on the front cover of the proposal document:
And on your proposals dashboard if you click the blue info icon over that proposal:
And that's it!
If you have any questions, please reach out to us! 😃