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Create or Convert a Proposal ✔

Create a new proposal or convert a lead into one, to present a billable scope of work for client acceptance.

A Proposal is the second stage of the SingleOps Job Workflow. Also referred to as an estimate, quote, or bid, a Proposal is a billable scope of work presented to a Client for acceptance. There are two ways to create a proposal. It can start as a Lead and then be converted into a Proposal, or you can create a Proposal as the first stage.
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In this Article:

Convert a Lead into a Proposal

Create a New Proposal

Convert a Lead into a Proposal

  1. Convert a Lead to a Proposal from one of these pages:

    1. My Day > Click Convert to Proposal

    2. Leads > Select Lead > Click Convert to Proposal

Create a New Proposal

  1. Create a new Proposal from one of these pages:

    1. + Create > from the drop down click Create Proposal

    2. Clients > Select Client > Select Add > Click Create Proposal or Use Template

      Select a customer or Add New Customer

  2. Select a customer or Add New Customer

  3. Fill out Job Name and Operation type

  4. Learn how to create specific Proposals by Job type in the Jobs Section in the SingleOps Help Center.

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