Need to add software items to your proposal? You can do this by putting in a Request For Assistance to your Software Overlay.
First, head to Software from the left navigation on the proposal view.
Next, click the button that is labelled "+ Request Software"
Use the description field to tell your Software Overlay what it is you are ultimately looking for. You may know the exact product, or you can explain the problem and they can recommend a solution. After you have completed the description, hit the "submit request" button.
If at this point you receive an error that reads "ERROR: SOFTWARE OVERLAY" that means that either you have not saved the proposal yet, or there is no software overlay set on your PREO account. Try hitting "save" on the proposal to apply your overlay and if you still receive the error, you can chat PREObot with this error message and our team will be able to assist.
Once your Software Overlay receives your request they will have the ability to add software items as well as their costs and a scope of work to your proposal. This will all be done on the "Software" tab on the left navigation.
You can collaborate with your Software Overlay by sending them a note through the Chat. Tag them by typing "@" followed by their name.