How To: Proposal Preferences

Proposals can be created quickly and easily without any configuration. For greater customization when creating a proposal there are many different options available.

Trade Service Pro proposal options
  1. Click on your username in the top right corner of the screen. Then select settings.
  2. Preferences will be the default view. Click on the Proposal tab to view and set the proposal preferences.
There are many configuration options for creating a proposal. Be sure to explore the options available and which ones make sense for how you run your business.