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