Proposals

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23 articles in this collection
Written by Portal Pal

Why are my old proposals being updated?

Proposals displaying as recently modified
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Written by Portal Pal
Updated over a week ago

Edit Area Description

This article will give you a quick guide to editing areas within your proposal and adding files like PDFs and custom images.
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Written by Portal Pal
Updated over a week ago

Hiding Fields from Clients on Proposals

Selecting your Client View Settings
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Written by Portal Pal
Updated over a week ago

Deleting a Room or Area

Removing areas from proposals
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Written by Portal Pal
Updated over a week ago

Adding Labor Items to Proposals

Labor can be added as line items in each room on a proposal.
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Written by Portal Pal
Updated over a week ago

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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Written by Portal Pal
Updated over a week ago

Canadian Tax on Proposals

You can account for the difference in Canadian taxes by manipulating the existing tax field.
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Written by Portal Pal
Updated over a week ago

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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Written by Portal Pal
Updated over a week ago

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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Written by Portal Pal
Updated over a week ago

Duplicating a Proposal

Use the clone feature to duplicate proposals.
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Written by Portal Pal
Updated over a week ago

Create Different Versions of the Same Project

Creating Good, Better, Best versions of proposals
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Written by Portal Pal
Updated over a week ago

Renaming a Proposal

Update your proposal name
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Written by Portal Pal
Updated over a week ago

Remove Tax from a Proposal

Submit a proposal for a customer without tax on labor, parts or both.
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Written by Portal Pal
Updated over a week ago

Printing a Proposal

You can print your proposal by downloading it as a PDF
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Written by Portal Pal
Updated over a week ago