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 see.
When the report page first opens, it doesn’t quite look like the end result. Just remember this is a kind of preview screen so you can see what the line items will look like when the report is finally generated. The preview shows the graphics that will be displayed on each page, which is based on the Custom Template you chose.
Depending on what options you select, you might see section headers, section summaries, and individual line item details. As you scroll through the page, you’ll be able to see all the items as they will appear, but don’t be alarmed by all the white space between the items. Again, this is a simple preview to help you dial in what you eventually will present.
The real power of the proposal is found in the Options button. Clicking this button opens a popover window with a LOT of customization options, but before we dig into the details of every option, it is important for you to understand a couple of details.
Most of these buttons are toggles and have an “on” and “off” position. Users are sometimes confused about the verbiage on each button. The important thing to remember is that the words on the button is what will happen when you click on it. The blue color of the button simply indicates that the option is toggled one direction. The button will be gray when it is toggled the other direction. Let’s explain it this way. If we had a button labeled “Off” that means that the feature is currently turned on. Pressing the button will turn the feature off, and the button will change to an “On” button.
Secondly, the settings here are user-specific and will maintain the state chosen by the user. Once you get the look and layout of your proposal dialed in, you don’t have to change the options again when printing other proposals. Your selections will stick until you change them regardless of the Template you select or what proposal you are printing. But that also means that you and a co-worker can print the exact same proposal and it will look different based each of your individual settings. It is possible, however, for your system administrator to hard-code these settings so that every user is forced to use the same settings. This is explained more in the Settings > Custom Templates > Report Settings.
OK, now let’s look at each section of the Options popover. There is a lot to digest here, so we’ll have three separate pages here in the manual to look at each of the three sections. Click on the section header to see that specific section.
- Template & Sorting – this is the section where you decide what graphic options to use as well as how to sort the data on the proposal
- Customizations – here you will find more than 30 ways to alter how the text appears as well as several ways to filter the content shown
- Reports – once the details are dialed in, you’ll be able to generate the proposal and several reports in a number of different ways
At the bottom of the Proposal Options popover are three buttons:
- Close – closes the Proposal Options popover but leaves you on the Print Proposal preview screen
- Details – takes you to the Proposal Details screen when you close the Proposal Options
- Designer – click here to open the proposal’s Designer screen