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Benefits Operations Assistant

Can I update the entire proposal as "Complete" without having to assign "complete" to each question?

Asked over 4 years ago

I want to update the entire proposal as "complete" without having to mark each question as complete.

Strategic Sourcing Software

Proposal Software

Vendor Security and Privacy Assessment Software

Document Generation Software

Salesforce Appexchange Apps

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Answered over 4 years ago

Hi Jaime, You sure can! To do so, go into the proposal>dashboard>proposal details. On this screen, you'll see a status dropdown menu on the bottom right which can be updated to Complete (or Complete-Won/Lost if you're tracking win/loss rates). Thanks!

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