Creating or Adding to a Proposal from your Products & Services
Want to create a Proposal from an entire View or particular filters? You can easily do so from the Products & Services tab of a project.
First, you'll open the Project and go to the Products & Services tab.
Click "Add To" in the upper right-hand corner.
Select a Proposal you've already created to add items onto it or click "Create New Proposal" to start a new one!
If you're creating a new Proposal, create a Proposal number in the pop-up menu and click "Add"
Filter through your Products & Services items to easily find the specific items you'd like to add.
You can filter by:
Views - Do you create your Proposals by space? Select the View to grab all the items from any particular room
Vendors - Sort through vendors to find particular items. For instance Fabricut for fabric and hardware.
Category - Do you create your Proposals by Lighting, Plumbing, and Finishes? Select the Category you'd like to filter by the categories you've added to your products when creating them.
Types - Do you want only Products? Only Services? Products & Custom Products? Filter them through the Types dropdown.
Show Custom Product Headers or Custom Product Sub-Items - Do you want the client to see only the Custom Product Header? Or would you prefer they see the items that make up the Custom Product grouping?
Tags - Find all items with a particular tag attached to the Product in the Products & Services tab
Once you've filtered your items, you can click "Add all" to add all the items from your filters or individually select the items you would like to add then click "Add to Proposal."
Click the " X " next to any items you did not mean to select then click "Confirm!"
Then you'll go to your Proposals tab to add any additional elements.
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.