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Proposals
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Proposal Builder
Create / edit a proposal. Totals are calculated from line items (NO TAX).
Proposal #
Status
Draft
Sent
Approved
Not approved
Revised
Archived
Salesperson
Sender Business
Sender Contact
Sender Phone
Sender Email
Sender Address
Sender Website
Recipient
Recipient Business *
Attention
Title
Recipient Address
Recipient Phone
Recipient Email
Subject Line
Intro Message
Internal Notes (not shown to client)
Line Items
Type in Item Title to search WCKB programs and pick from dropdown.
Item Title
Description
Qty
Unit
Unit $
Line Total
Start
End
Renew
Subtotal
$0.00
Total
$0.00
No tax is calculated.
Save Proposal
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Subtotal/Total update when you save.