The table describes the buttons on the proposal form. A new form only has Save and Cancel. Once the proposal has been saved, the other buttons are displayed.
|
Button |
Description |
|
Save |
Save the changes made to the form. |
|
Cancel |
Exit the form without saving any changes. If it was a new form and no saves were made, then no proposal is created in the system. |
|
Remove |
Deletes the proposal from the system. |
|
Clone |
Makes a copy of the proposal. The copy has a unique proposal ID. |
|
Docs |
Generates the proposal document(s), which can be printed, emailed, or saved as a PDF or MSWord file. |
|
PlaceOrder |
Opens a new order form populated with the account and equipment information from the proposal. |