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Estimates & Big Proposals

Create revenue generating estimates and proposals!

  • Customizing Estimates
  • Sending Big Proposal
  • Photo Token: Insert Photos into Estimates & Big Proposals
  • Q & A: Big Proposal
  • Video Token: Insert Videos into Estimates & Big Proposals
  • "Product Recommendation: Copy Feature for Estimates"
  • How to Create a Big Proposal
  • How to Set the Default for Displaying Estimates on the Calendar
  • How to Upload a Pdf (or other doc) to a Page in the Big Proposal
  • Big Proposal Copy: Creating Additional Proposals (NEW UI)

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  • Estimates & Big Proposals
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