2023
Integrate with Portal
You can now push your ProjX360 client & opportunity to start building your Portal Proposal. Once complete you can sync over your Portal proposal to ProjX360 to start the project management process.
Link to Proposal from Project
In the Project Details page we added a section that will list all the proposals linked to that project and you can click on the link to open a new proposal tab. To enable in a Project click the cog, edit layout to toggle on and arrange order.
