Drafts are useful for dispatching and record keeping (you can read more about Drafts in Proposal Statuses article), but you would always want to turn every Proposal into an Accepted one. To build a Consultation from Draft, simply go to your Proposal Tool App and follow these steps:

1. Open the main panel:

2. Filter by "draft":

3. If you still cannot locate the Draft you are looking for, use the Search. You can search by Customers name, phone or Proposal Code:

4. Click on the Draft that you want to build

5. Edit information in the Tabs, if needed

6. Continue building the Consultation

More about Proposals: Creating a new Proposal→