Proposals

In the Proposal section, you can see a list of proposals created for this customer.

View the Proposals List

For each proposal in the list, you can see:

• Reference id number and proposal name
• Total: Total amount of the proposal
• Rep: Sales rep name
• Status: Proposal status
• Created: Name of the person who created the proposal and the date it was created

You will see Archived along the left edge of a proposal that has been archived.

View/Edit Proposal Details

To view or edit proposal details:

1. Click on a proposal in the list
2. The proposal will open in the Proposals module

Create a Custom Location List

When a sales person does a walkthrough or a site visit, they should document all of the rooms in the house/office in the Custom Location area. Future proposals for the customer will pull from this pre-defined locations list.

To create a list of custom location names:

1. Click the Custom Locations button at top right to add a list of location names
2. Type in a location name
3. Hit the enter/return key
4. Type the next location name
5. Hit the enter/return key after each list item to separate the items into a return-delimited list
6. Click the Proposal List button to return to the List of Proposals OR click the New Proposal button to create a new proposal
   Sample Custom Location List

.
.
.
.
.
.
.
.
.
.
.
.

Create a New Proposal

To create a new proposal:

1. Click the New Proposal button at top right
2. A new proposal will open in the Proposals module

.
.
.
.
.

© 2024, iPoint LLC