Proposal Quick Start

Customize

Oct 17, 2023

The Proposal Quick Start is so simple that all Users are Power Users.

Create Custom Reports

Create Custom Reports - Steps

1. Click the 'Customize' menu near the left-bottom corner of PQS.

2. Click on the 'New' Buttom, in the Customize Terms window.

3. Enter the Terms for your new Report.

4. Close the Customize Terms window.

5. The next time your upload (drag and drop) a document and click the Run button, your new report will be included in the Custom Reports subpanel on the Results panel.