Vendor How-To: Create a Proposal

Created by Kenneth Abad, Modified on Fri, 28 Jun 2024 at 09:58 AM by Kenneth Abad

Table of Contents

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

Step 2: Click the 'Proposals' tab of the Work Order/Project.

Step 3: Press the '+' button to add/create a proposal.

Step 4: Fill in the required information and select 'Save'.

Step 5: Fill in the Scope of Work to describe what needs to be done to complete the job.

Step 6: Create line items to add your company costs, and charges for the client.

Step 7: Verify all information in the proposal.

Step 8: Click 'Save' in the top right of the invoice to save your information.

Step 9: Once the information is saved, click the 'Submit' button to send to your client.

Step 10: When the proposal is approved, your Work Order will be updated.

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)

Work Order Proposal

Vendor How-To: Create a Proposal

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

Step 2: Click the 'Proposals' tab of the Work Order/Project.

Step 3: Press the '+' button to add/create a proposal.

Step 4: Fill in the required information and select 'Save'.

Step 5: Fill in the Scope of Work to describe what needs to be done to complete the job.

Step 6: Create line items to add your company costs, and charges for the client.

Step 6: Create line items to add your company costs, and charges for the client.

Step 7: Verify all information in the proposal.

Step 8: Click 'Save' in the top right of the invoice to save your information.

Step 9: Once the information is saved, click the 'Submit' button to send to your client.

Step 10: When the proposal is approved, your Work Order will be updated.

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

Step 2: Open the Context Menu and select 'Convert to Invoice'.

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)