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Adding Custom Items to a Proposal
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 year ago

Within an area in your proposal, select add item.

This will open a new window. From here, you can search for a specific part in the Search Custom Items field or scroll the list of previously-created items. You can sort the parts list alphabetically or by how recently they have been created.

Select the Add to Area option to add your custom item to the room.

Adding New Custom Items

If you don't see the item you need, you can add a new custom item by pressing the plus sign within your Custom Items catalog.

This will open a new window where you can add the details of your new part. Once you enter information for all of the fields, select Create Custom Item and it will appear in your catalog. That's it!
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