Time is an important resource that every organization treasures and tries to transform into a benefit. When picking document management application, pay attention to a clutterless and user-friendly interface that empowers consumers. DocHub offers cutting-edge tools to improve your file managing and transforms your PDF file editing into a matter of a single click. Insert Initials Field from the Equipment Purchase Proposal with DocHub to save a lot of time as well as boost your efficiency.
Make PDF file editing an simple and easy intuitive operation that helps save you plenty of valuable time. Quickly modify your files and deliver them for signing without having turning to third-party solutions. Concentrate on pertinent tasks and boost your file managing with DocHub starting today.
hello and welcome my name is aaron hale and this is tips and tricks with propriser today were going to be talking about custom proposal fields custom proposal fields allow you to get more information on your reports store more proposal information in the properties and easily find your proposals once you know how to use custom proposal fields youll be able to save yourself time and be sure youre pricing the right proposal this feature allows you to add up to 20 new fields into the proposal properties with default values you can search for the proposals in the proposals list based on these fields you can also add them into custom reports just a note custom proposal fields are only available in pro pressure 9.3.105 or later so make sure you upgrade so you can get the latest features also admin level access to proprietor is required in order to make adjustments to these fields to locate the custom proposal fields click the proposal defaults button on the setup tab of the ribbon and the