The topic you requested could not be found.
Related topics are listed below.

Proposal Designer

Proposals » Proposal Designer

Proposal Designer The Designer is where the details of the items being proposed to your customer are displayed. Here you can modify details about each item as well as view the profitability of the job. The designer is broken into three primary sections, and…

Proposal Options

Proposals » Proposal Options

Click the Options button at the top of Proposal Details to open the Options popover window. Archive Proposal – check this box to archive a proposal (or uncheck it to unarchive the proposal). There are four tabs in the Options popover window. Each is…

Designer Options

Proposals » Proposal Designer » Designer Options

The Options button on the Designer helps manipulate the details in the design in a number of different ways There are multiple tabs that provide different functionality. We’ll take a look at each tab separately here on this page. To quickly navigate to that…

Proposal / Designer Speed Boost

Settings » Module Settings » Beta (tab) » Proposal / Designer Speed Boost

New Speed Boost Features We have rewritten the way iPoint ads items to the designer in both Proposals and Sales Orders. This new process cuts the wait time to add new parts by 50% or more. Previously, adding a part with several accessories to multiple rooms could…

Proposal Settings Options

Settings » Module Settings » Proposals (tab) » Proposal Settings Options

Proposal Options The following options apply specifically to Proposals: Column 1 Prevent Window Refresh on Add: When a part is added to a proposal, iPoint connects to the server and adds the information there before presenting the newly added part on the…

Options (tab)

Settings » Custom Templates » Options (tab)

Custom Templates Options Checking this box means even if you’re not showing modified prices, the Parts % modifier and Margin will always be shown in extended price. The options tab provides multiple customization opportunities for your proposal template. …

Print Options (tab)

Settings » Custom Templates » Options (tab) » Print Options (tab)

Custom Template Print Options When a proposal is printed, it can contain a number of pages to provide customers with just the information to make an informed buying decision. By default, each salesperson can choose what pages they want to include in a proposal…

Proposal

Reports » Proposal

Proposal Reports The Proposal reports pertain specifically to proposals. I know that is hard to believe, based on the reports’ names. There are two available reports: Proposal Summary – provides highlights of the proposals in your system Mix Analysis…

Proposal Groups

Settings » Pop Up Lists » Proposal Groups

Pop Up List: Proposal Groups Proposal Groups are used to add details to customers’ proposal regarding specific subsets of equipment. Each equipment group can have a unique graphic header along with a narrative to help explain the work to be accomplished. For…

Client Proposal

Proposals » Reports (tab) » Client Proposal

Client Proposal report The Client Proposal report is the document you will present to your customer with all of the products and labor you put together in the Designer. The proposal has a number of options to help you customize the details you want your customers to…