The fee proposal printout includes all the data that has been set in the proposal:
- Rates cost table name
- Rate cards table name
- Deliverables list
- Hours and rates per hour of each resource per deliverable
- Costs for each deliverable
The layout may be printed to PDF or exported to Excel.
- Set the layout to use in the company configuration for the fee proposal document.
- Set a layout for the fee proposal in the company.
- Go to an existing fee proposal and print it.
- Check that the printed layout has all the data.
- Export the layout to Excel and PDF.