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Grouping Proposals

Can we group multiple proposals together?

Brianna Lysaith avatar
Written by Brianna Lysaith
Updated over a year ago

You can surely group multiple proposals together with WOLF’s proposal system!

The platform stores all proposals that have been created for a particular client, and you can choose the one to which you’d like to add the order you’ve just created. Before submitting an order, you have the option to customize. If you wish to add the order to another proposal, click Customize and then select the proposal you want to add the order to.

If you wish to customize the order after the proposal has been submitted, click on Customize, under the instructions to choose a proposal, is the option to select a proposal or create a new one. Click on Select a proposal and choose the one you’d like to add the order to. If there are no previous proposals, then there will not be a list to choose from and you will have to create a new one.

If you create a second order for this client, then you will have the option to add the order to the proposal that was previously created and/or submitted.

NB- The platform automatically groups proposals. This feature is available to allow for further customization.

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