Create, edit and send a Proposal |
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Create, edit and send a proposalClick on proposals and then on the “+” button on the bottom rightFill in the required fields and select the customer you want to connect with your briefChoose your currencyClick on "create proposal" button to proceedHow to edit your proposalBy default, Exentriq creates different sections inside your Brief.Some of them are standard. You can edit but you can't delete them. Those sections are:
You can now delete or edit the other sections included by Exentriq such as:
You can add unlimited number of Sections inside your Brief by clicking on the "sections +" button on the top of the Side bar The proposal has been createdManage your proposals by clicking on the menu next to the name |
Exentriq Talk - Desktop Version
Exentriq Talk - Mobile Version
Digital Signage, meaning and use cases.
External links in old custom websites
How to post using Social Share
Use composer on Website/News/Newsletter
How to view and export Newsletter statistics
How to add a member in the card
How to add a description in the card
How to add an attachments in the card
How to add an event in the card
How to add a comment in the card
How to manage a customers list
Create, edit and send a Proposal
How to export the report of your Form
How to create and edit a Price List
How to use a Filter to view the card
How to mention an User in the Board-Chat
Use a multi-selection to add Labels/Members on a Card
How to create a private group in the chat
Panel options of the direct messsage
How to mention a Board into a User-Chat
How to add an Activity with a chat
How to add a Priority to a Task
How to add a Task to a User with a chat
How to add a Mission to a User with a chat
How to add a contact to the group
How to add a contact to many groups
How to update the contacts list through the CSV FILE
How to update the data fields of a contact through the CSV FILE
How to add a Custom Field on the contact card
How to edit a custom field in a contact
How to update a Custom Fields in a CSV file
How to add a member to a Board
How to remove a member from a Board
How to change the User permissions for a board
How to add permissions to a user to use specific or all apps in a workspace
Use markup language while creating a card
How to set Priority, Budget, Effort and Progress into the card