Proposals: Overview

1. Click On Proposals

2. Now Click On A Proposal To See What It Looks Like

3. Here Is The Proposal Number And Its Status

4. Now Here Is The Contact Information: Your Name, Address, Email, Phone Number, And The Option To Send Messages Only If This Feature Is Already Configured In The Company Settings.

Now Here Is The Contact Information: Your Name, Address, Email, Phone Number, And The Option To Send Messages Only If This Feature Is Already Configured In The Company Settings.

5. On This Side We Have The Creation Date, Display Name, The Expiration Date If There Is One, The Salesperson, And The Financing Status If There Is Any Financing Option

On This Side We Have The Creation Date, Display Name, The Expiration Date If There Is One, The Salesperson, And The Financing Status If There Is Any Financing Option

6. Now We Have The Deal View Where We Will See Information About The Deal, The Options For Sharing A Work Order, And Also The Customer View, Where We See The Proposal With A Customer View

Now We Have The Deal View Where We Will See Information About The Deal, The Options For Sharing A Work Order, And Also The Customer View, Where We See The Proposal With A Customer View

7. Line Items Section Allows You To Add Products Or Services Using Three Buttons: Add Item, Add Multiple Items, And Add Optional Item.

Line Items Appear In The Table And Are Automatically Included In The Total, While Optional Items Show Under Their Own Category And Are Not Added To The Total Until Approved. Add Multiple Items Lets You Insert Several At Once, And You Must Always Have At Least One Line Item To Add An Optional Item.

8. The Subtotal Shows The Sum Of All Added Products Or Services, While The Total Combines The Subtotal Plus Any Applicable Tax. And By Clicking Apply Discount You Can Add A Discount To The Total

The Subtotal Shows The Sum Of All Added Products Or Services, While The Total Combines The Subtotal Plus Any Applicable Tax. And By Clicking Apply Discount You Can Add A Discount To The Total

9. Click On "Settings"

Here You Can Adjust Payment, Proposal, And Financing Options

10. Click On "Attachments"

Here You Can Upload Files Related To The Proposal

11. Here We Can Add Notes Of Type: Crew Notes, Client Notes, And Company Notes

12. Click On "Activity Log"

Here You Can Track All The Actions Taken On The Proposal

13. Click On "Video"

Here You Can Add A Video To Be Shown With The Proposal

14. Click On "Custom Sections"

Here You Can Insert Personalized Sections To The Proposal

15. Click On "Booking Form"

Here You Can Attach A Booking Form For The Customer

16. Duplicate Proposal Creates A Copy, Archive Stores It For Later, And Delete Proposal Permanently Deletes It

17. View/edit Terms And Conditions Allows You To Review Or Update The Terms And Conditions, Approve Without Signature Approves The Proposal Instantly Without The Client Having To Enter And Approve The Proposal

View/edit Terms And Conditions Allows You To Review Or Update The Terms And Conditions, Approve Without Signature Approves The Proposal Instantly Without The Client Having To Enter And Approve The Proposal