Add a proposal to a quote

Sometimes a provider might reply to a request for a proposal with multiple proposals. You can add more that one proposal from the same provider to the same quote.

  1. Open the Quote.
  2. Click Actions.
  3. Select Add Proposal.
  4. Select a Provider.
  5. Click Add. A confirmation message opens and asking if you want to see the details.
  6. Click OK to open the proposals detail view or Cancel to exit.
  7. Add the proposal information.