How to Create Proposal Types

🗂️ Proposal Types

Proposal Types allow you to categorize proposals for easier filtering and reporting.

Inspect Point does not come preloaded with any proposal types — these must be created in your Settings before they can be applied. While assigning a type is optional, it helps organize and analyze proposal activity more efficiently.

⚙️ Creating Proposal Types

1. Go to Settings → Proposals → Proposal 
2. Click + New Proposal Type
3. Enter a name for your proposal type
4. Click Save

You can keep your list simple or get as granular as you’d like — for example:

• Inspection Agreement
• Deficiency Quote
• Monitoring
• Service Work

📝 Applying a Proposal Type

When creating or editing a proposal, you’ll see a Proposal Type dropdown on the first page.

Click the dropdown and select the applicable type from your existing list.

⚠️ You’ll only see proposal types that have already been set up in your settings — new types cannot be added from this screen. To add more, return to Settings → Proposal Types.