Proposals are made out to a certain Client.
The Client will have one or more authorised signatories who exist in the system as Contacts. If a Proposal is sent to a human client, it's likely that the human Client also has a Contact record.
How to create proposal template:
Select "Templates", and select "Proposals"
Step 1: Basic - Proposal name and Details
Step 2: Services & Billing - Line items, pricing and payment
Step 3: Agreement - Contract terms
Can choose from the pre-load template or create your own.
Related guide:
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