Why This Matters
Copying a proposal saves time when you need to create a new proposal using existing customer and project details. You can also choose different copy conditions, such as copying the proposal without finance, giving you the flexibility to update financing, equipment, design, and other details for the new proposal.
What You’ll Need
Access to the Customers section
An existing proposal you want to copy
The required finance partner, if copying without finance
Preferred equipment
Design tool
Capture, utility, rates, and consumption information
Step by Step Instruction
Step 1: From the main menu, click “Customers”.
Step 2: Select your preferred proposal customer from the list.
Step 3: Click the three dots beside the date on the preferred proposal.
Step 4: Select from the dropdown how you want to copy the proposal. For this workflow, we will choose “Copy Proposal without Finance”.
Step 5: Click “Yes”.
Step 6: A new proposal will be created but it will not have any finance partner selected as we chose to copy the proposal without finance. Click “View Detail”.
Step 7: All the details will be mapped from the proposal that we copied. However, we have to select the finance in order to go ahead as the copied finance will not have any finance information. Select your preferred finance and click “Next”.
Step 8: Select the preferred equipment and click “Next”.
Step 9: Select the design tool in the next step and click “Next”.
Step 10: In the following steps, select the capture, utility, rates, and consumption. Click “Finish” to conclude the process
Real-Life Scenario
A sales rep has already created a proposal for a homeowner but wants to create a second option with a different finance partner and equipment.
Instead of starting from scratch, the rep copies the existing proposal without finance. The customer and proposal details are carried over, while the rep selects a new finance partner, equipment, and design tool before completing the new proposal.
Pro Tips
Use Copy Proposal without Finance when you want to reuse the proposal details but select different financing.
Review the copied proposal before proceeding to make sure the information carried over correctly.
Remember that finance information will not be copied when using the without finance option.
Double-check equipment and design selections when creating the new proposal.
Review capture, utility, rates, and consumption details before clicking Finish.
Troubleshooting
The finance partner is missing from the copied proposal.
If you selected Copy Proposal without Finance, this is expected. Open View Detail and select the required finance partner.
The copied proposal does not have the details I expected.
Open View Detail and review the proposal information before continuing. The copied proposal should carry over the applicable details from the original proposal.
I want to use a different finance partner.
Choose Copy Proposal without Finance, then select the new finance partner during the proposal setup.
The new proposal is not ready to finish.
Make sure you have selected the required finance, equipment, design tool, capture, utility, rates, and consumption details before clicking Finish.