When all the fields of a proposal form are filled in and you hit Next or Action, and an error message saying 'Please fill in the fields marked in red' shows, it might mean that your Payment Options under the area are not completely set up.

To fix this, a user with administrative rights must set up your firm's payment options in Main menu >  > Services & Pricing > Payment Options tab, then recreate the proposal from scratch in the Bridges area.

Note

Drafts created prior to setting up your Payment Options will not work retrospectively.