Managing Proposals

The Proposals section allows you to draft, review, track, send, and manage project proposals for your clients.

1. Summary Metrics

At the top of the Proposals page, four KPI cards display key overview metrics for the current year-to-date (YTD) period:

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• Total Proposals: Displays the total number of proposals created YTD. JPG
• Pending Revenue: Represents the total potential value of all active Draft and Sent proposals. JPG
• Awaiting Approval: Shows the count of proposals sent and awaiting client signature or approval. JPG
• Accepted: Indicates the total number of proposals accepted by clients YTD. JPG

2. Filtering, Searching, and Table List

Below the summary metrics, use the status tabs, search box, and table sorting options to locate specific proposals:

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Status Tabs

• Open: Displays all active proposals (e.g., Drafts or Sent proposals awaiting customer response). JPG
• Closed: Shows finalized proposals (Accepted or Rejected). JPG
• All: Lists all proposals regardless of their status. JPG

Search Box

• Search box: Filter proposals in real time by typing the proposal name, address, or customer details. JPG

Proposal Table Columns & Sorting

Click the small arrows (∨) in the table headers to sort ascending or descending:

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• Proposal Name: The title or primary address of the proposal. JPG
• Customer: The client company or individual associated with the proposal. JPG
• Date: The creation or issue date of the proposal. JPG
• Amount: Total financial value of the proposal. JPG
• Status: Current state badge (e.g., Draft, Sent, Accepted, Rejected). JPG+ 1
• Actions: Quick icons for editing, deleting, or accessing additional proposal options. JPG

3. Creating a New Proposal

To draft a new proposal, click the + New Proposal button at the top right of the page. A side panel will open with the following fields:

Basic Information

• Customer*: Search and select the client for this proposal. JPG
• Proposal Description*: Enter a proposal title or search for an address. Switch between Text and Address modes using the toggle buttons. JPG
• Date* & Status: Set the proposal date and select its initial status (Draft, Sent, Accepted, or Rejected). JPG

Items & Services

• Find Service: Click to select pre-configured services from your catalog. JPG
• Item Description & Total: Manually enter line-item details, descriptions, and costs. JPG
• + Empty Row: Add additional line items as needed. JPG
• Discount & Subtotal: Review the calculated subtotal, apply a discount if applicable, and check the final total amount. JPG

Form Actions

• Click Create Proposal to save and finalize the proposal. JPG
• Click Continue later to save it as a working draft. JPG
• Click Cancel to discard your changes. JPG

4. Editing a Proposal

To modify an existing proposal:

1. Locate the proposal row in the list. JPG
2. Click the Pencil (Edit) icon in the Actions column. JPG
3. Make the necessary updates to client details, description, services, pricing, or status in the side panel. JPG
4. Click Save Changes (or Create Proposal) to update the record. JPG

5. Deleting a Proposal

To remove a proposal from the system:

1. Locate the proposal row in the list. JPG
2. Click the Trash (Delete) icon in the Actions column. JPG
3. A confirmation prompt will appear asking you to confirm whether you want to delete the proposal or cancel.

6. Additional Actions Menu Options (⋮)

Clicking the Three Dots (⋮) menu icon on the far right of any proposal row opens a dropdown with the following quick actions:

Review Proposal

• Select Review Proposal to preview the formatted proposal document before sharing it with the client. JPG

Email Proposal

To send the proposal directly to the customer via email:

1. Click the Three Dots (⋮) menu icon and select Email proposal. JPG
2. A “Send Project/Proposal by email” pop-up window will open: JPG
   • To: Pre-filled with the client’s email address. You can type additional recipient emails and press ENTER. JPG+ 1
   • Message (Optional): Add a custom email message or cover note. JPG
   • Attach a document: Automatically attaches contract files configured in Company Settings. JPG
   • Require customer signature: Toggle on if the proposal requires formal client e-signature. JPG
   • Send a copy to me: Toggle on to receive a copy of the email in your inbox. JPG
3. Click Send to deliver the proposal to the client. JPG

Update Customer

• Select Update Customer to quickly edit the contact details or billing information of the client linked to this proposal without leaving the Proposals screen. JPG