Learn how to configure system defaults for proposal jobs including setting unique numbers for proposal jobs, prompts when creating new jobs/tenders in Abtrac, tracking a quotes liklihood of acceptance, adn requiring follow ups to proposal jobs.

Send quotes, fee estimates, and engagement letters directly from Abtrac. This article explains how to generate proposal documents using job templates, with options to preview, edit, and email them. Documents can be emailed directly from Abtrac to your clients using preset templates and contact details.