On the Fee proposal creation, there might be situations that the users just want to create an estimation of hours that are going to be worked without creating any Fee proposal or having rates. For this purpose, the possibility to create Fee proposal without Rate cards or Price table is available.
Figure 1 - Fee proposal without rate card or price table
- Set on the user the role "ContractSave".
- Enter with a user that has access to Fee Proposal.
- Select the type of Fee.
- Fill all the fields except Ratecard and Price table.
- Activate the Fee.
- Verify that the Fee is created.