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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 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. …

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…

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…

Options

Items » Options

The Options button gives you the ability to search your list of parts for specific items using search criteria. Click here for a description of all the options available. The Options button will be orange if search criteria are applied. If the button is tan colored,…

Options

Items » Options » QB Sync List » Options

Most of the real transactional processes on the QuickBooks Sync List is handled in the Options button. Each of the tabs is detailed below. QB Sync Options: QuickBooks QuickBooks tab Show Items Not Synced – this button will cause the list to display only…

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…

Options: Reports

Proposals » Reports (tab) » Client Proposal » Options: Reports

Proposal Options: Export At the bottom of the Report Options are the ways you can generate the report you’ve worked so hard creating and customizing. Export The export tab is where you define how you want the report to be generated. 1. Export the…