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Quote & Proposal Management
User-defined Proposal Statuses
Quote-Proposal Conversion
Copy/Clone Proposals
Home
Features
Quote & Proposal Management
User-defined Proposal Statuses
User-defined Proposal Statuses
F2 SignUp
provides the ability to create custom proposal statuses, such as 'draft', 'awaiting approval', etc. Custom workflows can then be created via triggered events for notifications relating to a change in status.
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