Edit Area Description

This article will give you a quick guide to editing areas within your proposal and adding files like PDFs, drawings, and custom images.

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Hiding Fields from Clients on Proposals

Selecting your Client View Settings

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Deleting a Room or Area

Removing areas from proposals

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Adding Labor Items to Proposals

Labor can be added as line items in each room on a proposal.

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How Do I Add Generic Items or Wire-by-the-Foot to a Proposal?

If you need generic SKUs, placeholders, or wire by the foot, there are generic SKUs built into the Catalog.

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Canadian Tax on Proposals

You can account for the difference in Canadian taxes by manipulating the existing tax field.

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Adding Custom Items to a Proposal

You can add custom products, owner furnished equipment, and more to proposals as Custom Items.

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Processing Change Orders or Reverting to Prior Versions of Proposals

If your client requests a change order, you can revert to a prior version or make the necessary changes manually.

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Duplicating a Proposal

Use the clone feature to duplicate proposals.

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Create Different Versions of the Same Project

Creating Good, Better, Best versions of proposals

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Renaming a Proposal

Update your proposal name

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Remove Tax from a Proposal

Submit a proposal for a customer without tax on labor, parts or both.

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Printing a Proposal

You can print your proposal by downloading it as a PDF

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Creating Templates & Packages

There are a few ways to create templates and packages in Portal.

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How to Create Videos for your Proposals

This article explains the types of videos you can embed in proposals, tips on how to create those videos, and how to embed them.

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Proposal Images

The About Us image, company logo, and Cover Page image each have different image requirements.

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Searching for Proposals

You can search proposals by number, name, status, or client info

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Applying a Discount to a Proposal

There are multiple ways to add discounts.

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How to enter a different address for an existing client or email address.

If you have multiple clients or multiple client jobs (i.e. home, boat, business, etc.) associated with the same email address or client name

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Disable a Proposal Link

You can disable a proposal link to prevent your client from viewing it.

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CC or Sending Proposals to Multiple Email Addresses

CC multiple clients

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Tracking Customer Payments on Proposals

In order to mark a proposal as paid, you can edit the Payment Schedule.

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Disabling Pop-Up Blockers for PDF or CSV Downloads

Enable pop-ups to get your PDF or CSV files

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