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Proposal document overview
Updated over 3 years ago

Create a Word document that outlines the proposal project details, and project or stage level agreed fees. For Synergy Business and Enterprise product the budget details can also be shown. Proposal documents are created for projects at proposal or active status.

Setup required before use

Who can use it?

Where is it?

Assistant project manager

Project manager

Director access

Assistant system administrator

System administrator

Project > Documents tab

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