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Articles on: Sprwt Supprt

Why are Publish and Send to Client missing in the Proposals View Builder?


Those actions belong to a specific proposal. In template mode the header only offers Help, Back to Templates, Preview (after the first save), AI Generate and Save Template, because a template has no customer to send to and nothing to publish. Apply the template to a proposal from that proposal's Visual Proposal Builder, then use Save, Publish and Send to Client there.

Where to find it: /admin/proposals-view-builder