How to create a proposal

Start on the Proposals tab on the left side-bar and select + New Proposal

You will be directed to the start of the proposal creation, Step 1, where you can begin filling out the necessary information 

*A red asterisk indicates a required field

When done click Next

In Step 2, you can:

• Link or Link and Add any deficiencies to the proposal by clicking the + next to the deficiency (if you only link and do not add, then the deficiency will not appear on the proposal)
• Add any Proposed Corrections by selecting from the drop-down the correction and quantity you'd like to add. Add a mark up or mark down if applicable.
• Add any Line Items with quantity and price
• Add any Summary Line Items (description and price only)

When done click Next

In Step 3, you can take the proposal one step further, by adding:

• Summary
• Scope of Work
• Exclusions (can add more than one if needed) 
• Term and Conditions (can add more than one if needed)

>>>Please note: You can preset each of these items. To learn how to setup proposal defaults, click here

When done, click Next

In step 4, you can add photos, either from the building or upload new ones

When you've added all desired photos, click Next

And in Step 5, you can see a preview of the Proposal PDF 

• If any adjustments need to be made, click Back and follow the steps above
• If everything looks good:
  • Click Save to save and send at a later date
  • Click Save and Send to send proposal now through Inspect Point

If you click Save and Send, then a pop-up box will appear with a preview of the email your contact will receive

 Press Save and Send to send, or Cancel to make edits to the proposal