Create a Proposal

A proposal bundles one or more quotes into one package you can send to your client.

Before you start

A proposal is made from quotes. Make your quotes first on the Quotes tab.

How to create a proposal

1. Go to Procurement and click the Proposals tab.
2. Click New Proposal.
3. Type a Proposal Title. This is required.
4. Add Comments if you like.
5. Under Select Quotes, check each quote you want to include.
6. Click Create Proposal.

Open a proposal

Click a proposal in the list. You see each quote with its line items, and the totals at the bottom. Click a quote number to open that quote.

Proposal settings

• Allow Order Online — turn this on to show an Order Online button on the shared proposal page. Your client can use it to check out.
• Hide Unit Prices — turn this on to hide the price of each line on the PDF. Quote totals and the proposal total still show.
• Terms & Conditions — type your terms and click Save Terms. They print on the PDF.

Share, download, and history

• Share — make a link your client can open without logging in.
  1. Click Share.
  2. Pick how long the link lasts under Link expires in.
  3. Check Hide unit costs and line item pricing if you want.
  4. Click Generate Share Link, then copy the link.
• Download PDF — save the proposal as a PDF.
• History — see past versions and bring one back.

Common questions

How do I change a price on a proposal? Change it on the quote. The proposal uses the quote's lines.

How do I order the products? Open a quote on the Quotes tab and click Generate POs. See Create a Purchase Order.

Can I email a proposal from the app? Not yet. Use Share to get a link, or download the PDF and attach it.