Click on the Work Order you need to upload a proposal for.
Scroll down to Service Assignments and click on the hamburger
Click Create a Proposal.
A pop-up will appear asking for the Proposal Number, Transaction Date, and a Description (the Description may already be populated based off of the Work Order Description). Enter the information. Select CREATE PROPOSAL.
To duplicate to an Invoice, click on the icon with the two pieces of paper.
When the pop-up appears, choose which action to duplicate, select the type of Invoice or Proposal you will be creating/modifying, and fill in any other fields.