Generating a Proposal
Whether you’re doing a new Equipment only proposal, a bundled deal or a MPS agreement, the Proposal tab is where you will need to go to get started. You will notice that only the Accounts, TCO and Proposals tab show for an account until you select a proposal. Once a proposal name is highlighted the other 5 tabs appear.
Creating a New Proposal – Proposals Tab
Add: To create a new proposal and add it to your proposal list, click on the Add Proposal (+) button. A box will open, and you will need to fill in the proposal name. The account name and contact name will auto-populate with the company name and primary contact from the record in the accounts tab. You can edit these if needed since they will populate onto the proposal later. Once you have entered your information, click on the submit button to add the proposal.
Edit: To edit an existing proposal within the same account’s proposal list, highlight the proposal name in the list and click on the Edit button.
Copy: To copy an existing proposal within the same account’s proposal list, first highlight the proposal in the proposal list, and then click on the copy proposal button. A copy will be created in your list of proposals.
Delete: To delete a proposal from the Proposal List, highlight the name of the proposal and then click on the Delete proposal button.
Last Updated 8/5/2020
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