Once you have added all products, labor, and service plans required for the project to the quote, it is ready for customer review. Now, you can create a proposal from the quote and share it with the customer.
To create a proposal from the quote, go to the Quote view and click "Create proposal" in the top right corner.
You will see a modal to choose from, the Multimedia layout or the Quick Quote layout.
Once you choose the layout, a proposal will be created with the sections designated in the default proposal template you have set under "Settings > Proposal > Proposal Templates" for the selected layout.
*The only time you will not see a "Create proposal" option in the Quote view is when the quote has been copied from another opportunity. Instead, you will see the Edit proposal option.