Proposals: Viewing and Editing

Proposals can be easily viewed and edited from within Projects > Proposals.

Jump to:

Viewing Proposals

Access the specific proposal listing by:

  1. Head to Projects > Proposals to reveal a list of all proposals
  2. Filter results to easily find and edit proposals

Filtering Proposals

  • Proposal #
    • Enter Proposal # to reveal only a particular Proposal
  • Client/Project
    • Select a Client or Project name through the drop-down menu to list all proposals related to a particular client or project
  • Proposal Date From and Proposal Date To
    • Enter a date range to list all Proposals for a particular date range.
  • Description
    • Enter a distinct word that was entered to describe a particular proposal or several proposals
  • Active
    • A checkmark in this box will list only active proposals.  Removing the check will list both active and inactive proposals.

Different List Views

There are five viewing options for this listing:

  1. All: will list all proposals
  2. Not Approved: will list only unapproved proposals
  3. Approved: will list only all approved proposals
  4. Approved Deposit Due: will list only approved proposals with deposit balances
  5. All Deposit Due: will list approved and unapproved proposals with deposit balances

Editing Proposals

Click on the Proposal# to edit

Four tab choices:

  1. Proposal:
    1. View the proposal, View, Edit, Delete Items from the proposal
  2. Edit:
    1. Edit parts of the proposal such as description, dates, and special instructions
  3. Items:  Allows for a quick update to all items on the proposal.  Applies the changes to the details of all items on the proposal.
    1. Percent Complete: update the percent deposit requested
    2. Quote Received Date
    3. CFA Approval Date
    4. Est Ship Date
    5. Date Shipping
    6. Date Received
    7. Date Delivered
    8. Expediting Date
  4. Notes:
    1. Allows internal notes and timestamps to be added

Adding Items

For more information about adding Items to an existing proposal, click here.

Tip: To display or hide certain proposal details such as markup or other costs, be sure to check your Print Defaults settings here.