Proposal Options: Template & SortingProposal Options: Template & Sorting

The first section of the Proposal Options is where you define how the proposal will look graphically as well as in what order the items on the proposal are presented.

.
.

Template

Use the template dropdown menu to select between the various Custom Templates that have been set up by your system administrator. Changing the template modifies what graphics are being used and can also adjust settings in the customization section as well (depending on how the template has been set up).

Hide Groups / Hide LocationsHide Groups / Hide Locations

Hide/Show Locations

Items can be assigned to a specific location or room in the Designer making it easier for your customer to know where the things they purchase will be installed. By default, items and related labor will be grouped together by room.
Hide Locations button removes the location subdivision of parts. Instead, the parts and labor will appear on the proposal in the order they are listed on the Designer.

Show Locations button groups parts and labor together by location. So equipment listed in the Kitchen will be grouped together and products listed in the Master Bedroom will appear grouped together.

Hide/Show Groups

Products and services are lumped together by product type or Group by default. For example, you might choose to list all AV Equipment together and then group all Security gear together. To do this, define a group for each part as you add it to the Designer or use the default group assigned by your system administrator.

Hide Groups button removes the group subdivision. The order of the parts will then be determined by the order they were added to the Designer.

Show Groups button displays the line items within the group they were assigned.

Note: If both the Hide Groups button and the Hide Locations button are selected, iPoint will display all of the items as one uninterrupted list.

Sort First By Location or By GroupSort First By Location or By Group

Locations First/Groups First

When printing a proposal the equipment is printed in a nested view. Let’s assume we have products in the Kitchen and in the Master Bedroom. We also have AV Equipment and Security gear installed in both locations. By default, the product will be displayed by Groups first and then broken out by Location as illustrated on the left. The other option is to show the equipment in the Location order and then subdivided by Group, as shown on the right.

Group/Location order Location/Group order
  • AV Equipment
    • Kitchen
    • Master Bedroom
  • Security gear
    • Kitchen
    • Master Bedroom
  • Kitchen
    • AV Equipment
    • Security gear
  • Master Bedroom
    • AV Equipment
    • Security gear

Locations First button makes Locations display with Groups subdivided underneath

Groups First button causes the primary sort by Groups, with Locations subdivided below

Show Phase in the Client ProposalShow Phase in the Client Proposal

Hide Phase/Show Phase

There is actually a third layer that can be used for displaying products on a proposal, and that is the labor Phase. Each product can be tied to a particular phase of the job, either by default from the Item Detail or as the product is added to the proposal. The Phase division is always the last subdivision, so will appear third if both Groups and Locations are shown. If Groups are hidden, then Phase is the second subdivision after Locations. If both Groups and Locations are hidden, but Phases are shown, then Phases are the primary subdivision.

Using the labor Phase, in addition to Groups and Locations would present the following results (based on our example above. Notice how each location has the equipment broken down based on the phase of installation

  • AV Equipment
    • Kitchen
      • Prewire
      • Trim
      • Finish
    • Master Bedroom
      • Prewire
      • Trim
      • Finish
  • Security gear
    • Kitchen
      • Prewire
      • Trim
      • Finish
    • Master Bedroom
      • Prewire
      • Trim
      • Finish

Hide Phase button removes the Phase heading

Show Phase button groups products based on the labor phase associate with each item

Condensed View vs. Standard ViewCondensed View vs. Standard View

Condensed/Standard

The default setting shows every part with a series of details that can be arranged based on the Customization options described here. This Standard view is typically used for residential clients who prefer a bit more detail. But sometimes a client will prefer a simple, more condensed layout. We’ve seen this option preferred by commercial clients. Below is an illustration of the difference between a Standard and a Condensed layout.

Condensed button causes the proposal lines to be presented in condensed mode

Standard button expands the proposal lines to the default view with pictures and expanded details

iPoint Version: 9.0805
Last modified: 24 Aug 2020

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.