Finishing up: Getting a Proposal Finalized and out of the app

Once you have finished the diagram for your client proposal, you can then go to the Summary screen to finalize and export.

Below are videos of the individual tasks performed in the above overview video:

  1. Adding a Legend
  2. Adding non visual products
  3. Adding custom prices
  4. Adjusting prices
  5. Adding additional documents and data
  6. Defining deposit amounts and payment options
  7. Exporting the Proposal