Using Built-in Osmosis Document Templates

Osmosis Support posted this on proposals

To create a proposal, navigate to the Proposals section, and select New Proposal:

This will allow you to select from a list of predefined document types. When you select one of these, a preview will be shown beneath.

Once you pick a proposal type, select a questionnaire or client that it relates to. This will link these entities together to share information.

You are now presented with the proposal, which has been filled out for you in advance:


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