Proposals 

Each space has a “proposal section”. This is where you’ll add items, which are products or services for your client to vie, approve or request revisions. Products and services can be “grouped” to create custom products. Sales tax can be applied to  Individual items. A running total at the top is calculated as items are added to a proposal. The proposal is is both designer and client facing. You can customize what your client can see. As you build out the proposal, a detailed "designer" pricing sheet is being automatically generated. 

How to Create a Proposal: 

  1. Add a space to a project. Proposals are created at the space level.

  2. Click the proposal section from within the space 

How to add products to a proposal: 

  1. Click “add items” in the top action bar ( items are services or products)

  2. The “items” window will open. By default you’ll be in the products section. Filter by catalog, name, vendor etc. Select the product(s) you’d like to add

  3. Click “add selected products”

  4. Add a quantity to the product(s). By default products added to a proposal have a quantity of 0. The total at the top of the proposal will continuously update as you edit. 

  5. Client price and designer price are automatically calculated for you based on the product markup and or discount set. 

  6. Click “see more” to see how the total price is being calculated. Edit the markup or discount percentage. Alternatively, edit the “client price” or designer price and the markup / discount will be updated. 

  7. Add tax if applicable to the product you’re selling

How to add services to a proposal: 

  1. Click “add item” in the top action bar ( items are services or products)

  2. The “items” window will open. Select the services section by clicking in the top right. Select the service(s) you’d like to add to the proposal 

  3. Click “add selected service”

  4. Add a quantity to the service(s). By default services added to a proposal have a quantity of 0. The total at the top of the proposal will continuously update as you edit. 

  5. Select a currency if not already set 

  6. To total is automatically calculated for you based on the price, quantity,  markup and tax. 

  7. Add tax if applicable to the product you’re selling

  8. Set a vendor. Orders are generated by Vendor. If a vendor isn’t set you won’t be able to create an order for the service on it’s own. More in the following sections.

I've added a service to a proposal, why are no vendors are available when I click the drop down? Only vendors categorized as service providers will be in the vendor drop down. If no vendors are available, go to your vendors  page and categorize select vendors as service providers.

How to Customize a Proposal

How to Edit Services on Proposals

As you build out your proposal click the "view as client" to see what your client sees. You can adjust what your clients see's such as pricing and vendor.  Click here to learn more about visibility controls.

As you build out the proposal, a detailed "designer" pricing sheet is being automatically generated. Click here to learn more about the pricing sheet. 

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