Create A Proposal For A Group
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

It is best practice to have one proposal for each entity in a group. That way the jobs that are created will automatically be linked to the correct entity in both Ignition and Xero Practice Manager. 

We currently have a Group Send Mode that allows you to send all the proposals for a group in one email, but your client still needs to view and accept each proposal individually. 

Each entity will also be invoiced individually unless you specifically map them all to the same entity in Xero.

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