Click "CUSTOMIZE" to customize the columns that show on the proposal

Users can toggle on and off the columns that show

Rearrange the columns that show by dragging them

Click "ADD FILTERS" to filter the proposal table

Once users customize their view, Click "SAVE VIEW" to save their view

Name your view (default value is the date it was created)

All saved views will be added to the proposal sidebar which can be accessed at any time

From a saved view, click this icon to delete, rename or create a new saved view.

Proposal Landing Page & Saved Views