How-To: Create a Proposal

Created by Kenneth Abad, Modified on Thu, 19 Dec at 9:39 AM by Kenneth Abad

Need to increase the NTE to complete a job?

Create a Proposal to submit to your client!

Table of Contents

Creating a Proposal
Converting a Proposal to an Invoice
Permissions

Creating a Proposal

Step 1: Go to your Work Order or Project to submit a proposal.

Step 2: Click the '+' on the button in the top right and select 'Proposal'.

Step 3: Fill in the required information and select 'Save'.

Step 4: Fill in the Scope of Work to describe what needs to be done to complete the job.

Step 5: Create line items to add your company costs, and charges for the client.

Step 6: Verify all information in the proposal.

Step 7: Click 'Save' in the top right of the invoice to save your information.

Step 8: Once the information is saved, click the 'Submit' button to send to your client.

Step 9: When the proposal is approved, your Work Order will be updated.

Converting a Proposal to an Invoice

This creates an invoice with the same information as your proposal so you don't have to enter it twice.

Step 1: Go to the Proposal that you want to make in Invoice out of.

Step 3a: Click the confirmation at the bottom of the page to be brought to the invoice.

Step 3b: The invoice can also be found in the invoice list of the Work Order.

Step 4: Modify your invoice information as needed (ex: Invoice #, title, bill-to)

For more information on Invoices, click here!

For more information on Proposals, click here!

Permissions

Work Order Proposal

View	Give you visibility of the Client Proposal tab in a work order.
Add New	Allows you to add a new client proposal.
Add Note	Allows you to create a note in a client proposal.
Change State	Allows you to Submit/Cancel/Approve/Reject client proposals.
Convert To Invoice	Allows you to convert a client proposal to a client invoice.
Delete Note	Allows you to delete notes in a client proposal.
Edit Any State	Allows you to edit the status on a submitted/approved/canceled/rejected proposal. Requires the 'Edit Fields' permission.
Edit Fields	Allows you to edit a work order client proposal in the 'Open' state.
Edit Note	Allows you to edit a note in a client proposal.
Export	Allows you to send email and download a client invoice in a work order.
View Audit	Allows you to view the audit of a client invoice.
Edit Line Item Tax	Allows you to edit the Tax section of the Line Items. Requires the 'Edit Fields' permission.