Proposals: In-line Editing in Project Insight

Save time when you edit proposals in-line. Choose time or expense drop down items and enter what is needed right within the proposal. Rearrange columns and save proposal layouts. Access projects, companies, locations, and other proposed items right from the company link associate with the proposal.

Transcript:

My proposal allows you to add items with inline editing. You can choose from a dropdown menu to select whether it's an expense item or a time item. After that, go ahead and enter what the expense is for. For example, we might say there are two items at $2,000 each. These will then be added to the list of items.

You can also arrange the columns to display however you prefer, and you even have the option to save that layout if you'd like. If you're looking for information about a particular company, it's important to know the projects, other proposals, locations, or users that are involved. We have provided these links directly on the company cards, so go ahead and click to find out what else is happening there.

Thank you.