Load a submission or create a direct enquiry.
Choose an existing person or enter a new project contact below. A required CRM contact is linked or created only when sending the proposal.
Address and signatory fields prefill the customer confirmation page. The customer still checks and confirms them.
For a direct enquiry or a Finder result without a delivery range, enter the manually agreed weeks before completing the audit. The same range is used in the proposal, start page and agreement.