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Creating a Proposal from your Products & Services tab
Creating a Proposal from your Products & Services tab

Easily create or add to an existing Proposal from your Products & Services tab.

Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

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.

**Note** Make sure you are on the All Products & Services View

Click "Add To" in the upper right-hand corner.

Select "Proposal"

Select a Proposal you've already created to add items onto it or click "Create New Proposal" to start a new one!

**Note** Have a lot of Proposals? Use the search bar to quickly find the existing Proposal you're looking for.

If you're creating a new Proposal, create a Proposal number in the pop-up menu and click "Add"

**Pro Tip** If you click "Next" it'll automatically go to the Proposal you had last selected or created in this menu.

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."

**Note** This will only show items within this particular Project's Products and services that are NOT already on any 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.

**Note** Did you open the newly created Proposal and it showed blank? Sometimes we work faster than our computers! Refresh your page and you should be good to go!

Learn more about Products & Services or Proposals here!

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

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