Proposals Archives » Surer

I was in the middle of creating a proposal and I lost connection. Do I have to recreate the entire proposal?

No. All proposals are automatically saved as a draft at a 5-seconds interval. You can…

SurerDecember 6, 2022

What is the ‘send to client’ button for?

This button will trigger a feature that allows you to send the client the proposal…

SurerNovember 14, 2022

I have created and sent a proposal. Where do I check on quotation status?

You can check on the statuses of all proposals you have sent by locating the…

SurerNovember 14, 2022

I cannot find a particular product in both the custom and instant quote flow. Does this mean I cannot create a proposal for this product to get a quote?

Yes, while we have a comprehensive list of products, it unfortunately means we do not…

SurerNovember 14, 2022

What is the difference between a custom proposal and an instant quote proposal?

Instant Quote proposal means going into our instant quote marketplace to see if there are…

SurerNovember 14, 2022