After a quote is approved, you can generate and download a proposal for your customer to review.
Learn how to work with proposals:
Tip
To learn how to configure proposals, read Add and configure proposal report templates.
Create a proposal
From the bottom button bar, select Reports, then select Generate Proposal.
Configure the proposal:
Proposal Options—Select one or more options to include with the proposal.
Proposal Settings—Select format and language settings, and proposal templates.
Select Download.
From the top button bar, select Reports, then select Generate Proposal.
Configure the proposal:
Proposal Options—Select one or more options to include with the proposal.
Proposal Settings—Select format and language settings, and proposal templates.
Select Download.
Save the latest proposal as a quote attachment
You can save the latest generated proposal as a quote attachment. To do this, while creating a proposal, set the Save Proposal as Attachment switch to YES.
Tip
Only the latest proposal is saved. When you create a new proposal, it overrides the previous proposal in the attachments.
To open the latest proposal, follow these steps:
Go to the Attachments tab.
Select the latest_generated_proposal folder.
Mark proposal as sent
From the bottom button bar, select Actions > Mark Proposal Sent.
From the top button bar, select Actions > Mark Proposal as Sent.
Restore default proposal text
To restore the proposal text to its template values, follow these steps:
From the application left navigation area, select Quotes.
Select a quote.
From the top navigation bar, select Proposal.
Select one or more text items. Select > to review the default text.
Select Reset, then select Yes to confirm.