Add services
To add a service to your proposal process:
- Select the Admin settings cog icon.
- Select Settings.
- Select Proposal manager configuration.
- Select New Section.
- Enter the service section Name and provide a short description as to what this service entails.
- By default, the option Section expanded by default will be activated. This means that when a user starts the Create Proposal process all line items for this section will be expanded and visible. If you prefer to hide line items, turn this option off.
- Select Save, the new section is added to the side bar list.
- Finally, from the list of service sections, select Publish to show the service section on the create proposal screen, in the example below the section Limited company/LLP services is Published and will be available during create proposal. The section Payroll is Unpublished and will not be available during create proposal.
Next step: Add line items to a service section