Learn how to save a finished proposal without sending it in Bookipi Proposals
Learn how to save a finished proposal without sending it in Bookipi Proposals with our simple guide below.
Step 1: On the last Preview page of your proposal, select ‘Save & Send‘.
Step 2: If you do not wish to send the proposal, select ‘Close‘
Your proposal has been saved.
Discover more tutorials for Bookipi Proposals
Discover more tips on how to get the most out of using the Proposals feature in Bookipi Invoice with our Bookipi Proposals guides.
Get the latest version of Bookipi Invoice on Web v2 and get set up with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app. Check out our mobile app guides.