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Hide Field Settings into the Equipment Purchase Proposal

Hide Field Settings into the Equipment Purchase Proposal

Aug 6th, 2022

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A step-by-step guide on how to Hide Field Settings into the Equipment Purchase Proposal

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How to Hide Field Settings into the Equipment Purchase Proposal

4.8 out of 5

6 votes

[Music] hi my names lauren and today im going to show you how to set up a dynamic proposal first and foremost youll want to make sure that it it is enabled underneath company settings features and plugins and if you scroll down youll be able to enable it right here once thats been enabled you will see the dynamic proposal resource pop up right underneath the sales tools so were going to go ahead and click into here you have two tabs at the top the very first one is going to showcase all of the proposals that you have sent in the past so youll notice to the right youll have the customers name youll have the status and the title we also have templates that you can create so you can always start from scratch we also have pre-built templates that you guys can utilize so lets go ahead and click into one that we have already built so here you can include the proposal title heres where you can save this template for later use this is going to show you the status so you can adjust

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