Proposals

Use the file manager to post and retrieve final proposals (we’ll store both winners and losers) with the following formats:

  • Company-Type-Date-Amount-Status-Zip.pdf
  • example:     ABC_Company-JS-2016-12-20-$1200-win-84104.pdf
  • example:     ABC_Company-JS-2016-12-20-$1200-proposed-84104.pdf
  • example:     ABC_Company-NJS-2016-12-22-$400-loss-84104.pdf

These will be file names so don’t use any punctuation symbols.
Make sure the same copy gets attached to the appropriate Opportunities in CRM.