Proposals

Menu path: Proposals > Listing View or Kanban View

This lists the new proposal created from a successfully saved Quick Quote and those created by the New Proposal menu option or added from an existing lead.

The list line has a hyperlink to open the proposal.

The proposal contains the information from the Quick Quote.

The values that default from System Defaults include Delivery Method, System Type, Term, Sales Tax, Marketing Source, and Proposal Type.

A user can edit or delete the proposal. If the proposal is deleted, the corresponding miscellaneous appointment (if any) is also deleted.

Proposals Listing View

Proposals Kanban View