How to Find the Reference Proposal Number for a Quote

  • Updated

After converting a proposal into a quote you can find the original proposal number by following these steps.

  1. Go go to Proposals menu


     

  2. Choose “Manage Quotes"

     

  3. In the quotes table you'll see a column for Proposal # between the "JobID" column and the "Sales Person" column.
    Note: the column label will show "Pro..." until the width of the column is expanded.

  4. Find your quote and the reference Proposal number to the right

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request