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Proposal Metrics | ||
Name | Units (if applicable) | Definition |
Proposal Date Created | The date the proposal was created. | |
Proposal Date Generated | The date the proposal was generated. This date differs from the proposal date created if the proposal was not generated on the same day as creation. | |
Proposal Disclaimers | Displays disclaimers associated with financial products. This makes displaying different product’s disclaimers easy, as it will automatically display on the proposal. | |
Proposal Expiration Date | The date the proposal expires. The expiration date can be set in the proposal default settings. | |
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