Project Advanced Options Window - Proposal Tab
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The Proposal Tab is the second tab on the Project Advanced Options Window and displays settings regarding the manner in which Proposals will print. The information entered here will become the default settings for any new Proposals created for this Project and can be overridden or altered as desired when making the Proposal.
Title: This field shows the title that will appear at the top of Proposals. The default title is set to "Proposal". You may change this title by typing a new title into this field (i.e. "Estimate").
Show Proposal Name (Show Prop. Name): This option is provided if you wish to show the Proposal name/description in the header of the Proposal. The Proposal name is recorded when creating the Proposal and could be different from the Project name. For example, you may want to name the Proposal a specific room in a home (i.e. Foyer and Kitchen). For more information on the Proposal name, see the New Proposal Window - Proposal Tab.
Show Proposal Number (Show Prop. Number): The Proposal Number is a reference number automatically assigned to each Proposal in Design Manager. Uncheck this option if you do not want this number to appear on Proposals.
Use Name as Number: When this option is selected, the Proposal name that you entered will print in place of the Design Manager-generated Proposal number. This option is useful if your company uses its own Proposal number system. In this case, you would enter your Proposal number in the Proposal name field when creating a new Proposal.
Show E-mail: Prints the E-mail Address from inside the Company Settings - E-mail field. The e-mail address will appear underneath the Company Info printed at the top left of the Proposal.
Suppress Location Heading (Suppress Loc. Heading): Location headings and subtotals will print on Proposals unless this option is checked.
Suppress Unit Prices: Check this option if you do not want unit prices for Items to print on Proposals.
Unit to 3 Decimal Places (Unit to 3 Dec. Places): This prints the unit price to 3 decimal places to avoid rounding issues on unit prices. For example: 3 for $1.00 = .33 * 3 = .99 or .333 * 3 = $1.00
Single Item Proposal: When this option is selected, one Proposal will print for each Item tagged on the Proposal Window. Each Item will receive its own Proposal number.
Show Website: Prints the Website Address from the Company Settings - Website field. The website will appear underneath the Company Info printed at the top left of the Proposal.
Remarks on New Page (Rmrks. on New Page): Check this option if you would like the Proposal remarks to appear on a separate page. If this option is not selected, the remarks will appear at the bottom of the Proposal. If you elect not to show remarks on a separate page, it is a good idea to keep them brief so that Design Manager can more easily fit them in the allocated space.
Show Site Address: Check this option if you want the client’s site address to print on the Proposal.
Show Project Code: Check this option if you want the Project code to print on the Proposal. When this box is checked, the Project code will appear below the Proposal title.
Title: You may change the titles of the five Component types: Freight, Design Fee, Installation, Labor and Time. These new titles will be used only for printing on Proposals.
Style: There are four styles from which to choose for each Component Type - See Examples at the end of this section:
Combine: Adds the amount for this Component Type into the price of the corresponding Item. For example, if you propose two Items that are $100.00 each, and each have $50.00 Freight, then the price next to each Item will be $150.00 in the body of the Proposal. The title is not used for this style.
List: Shows the amount for this Component Type below the Item in the body of the Proposal. The title will print next to the amount.
Total: Prints the total amount for all Items for the corresponding Component Type in the footer of the Proposal. For example, if you propose two Items that each have $50.00 of Freight, the Proposal will display "Freight: $100.00" in the total section of the document.
Ignore: Will not show or include the amount of this Component Type anywhere on the Proposal.
Suppress Sales Tax: Checking this option will cause the sales tax not to show on Proposals, regardless of whether or not the Item is taxable.
Remarks: Type any remarks that you would like to appear on Proposals into this field. To search for commonly used remarks, click on the Search Button in the lower left corner of the window. These remarks will appear by default and can be overridden for each Proposal. For information on formatting the Remarks, see Description/Note Formatting.
Combine: All component types are Combined into the Total unit and extended prices to the client. They will not be broken-out or shown separately to the Client.
List: The Component Types that are set to List will show below each Item Description separately in the body of the Proposal. The Component Type will list for each Item on Proposal.
Total: Component Types set to Total will not show in the body of the Proposal, but will print the Total of ALL of that same component type for each Item on this Proposal at the bottom just after the Item Total.