Start the next offer from the workspace of the customer it is for.
1. Open the client workspace
Go to Customers → List and open the intended customer’s workspace. Confirm the name and business.
2. Start the proposal
Use the available new-proposal action in the workspace. Review the selected customer and choose the intended template or blank starting point.
3. Complete the offer
Enter the name, expiry, scope, prices, and terms. Check that no details from a previous customer remain.
4. Save and verify
Save the proposal and preview all pages. Confirm it appears among the intended customer’s agreements before sending it.