top of page

How to Create Proposal for Potential Clients and Leads

Updated: Dec 11, 2024

This guide covered the step-by-step process of creating a Proposal for potential clients and leads in Taskgate.

From initiating the Proposal to selecting products, configuring tax settings, and saving the final document, you now have a comprehensive understanding of efficiently creating proposals within the application.


This guide covered the step-by-step process of creating a Proposal for potential clients and leads in Taskgate.io.


There are no ways to create and add proposals.


Option 1:


Option 2:



Get your documentation, training, SOPs, and guidance screen recording Now 

bottom of page