Common FAQ's

Set an Expiration Date in the first step of the proposal workflow. Or open an existing proposal you want to expire by selecting ' Edit. ' Find the ...

Open the expired proposal by clicking Edit . Click on the Finish button. Select Re-activate . Save the proposal. *When a proposal is reactivated,...

Changing an Active proposal to Inactive is easy. Simply click the gear icon next the proposal you'd like to make Inactive and choose 'Edit.' Then cl...

Use proposalpath.com to login into the system. ProposalPath is cloud-based and mobile compatible so it works on most devices, browsers and operatin...