New Proposal Window - Remarks Tab

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The second tab on the New Proposal Window is the Remarks Tab.  This tab allows you to enter a specific Remark that will print at the bottom of this Proposal.  It also provides access to the Project Advanced Options Window – Proposal Tab where you may change defaults for how Proposals will print for a Project.

 

new proposal - remarks tab

 

Remarks:  This optional field can hold remarks that will print on the bottom of this specific Proposal.  To view a glossary of frequently used remarks, click on the Search search button when the cursor is in the Remarks field.  The text will default from the Remarks on the Project Advanced Options – Proposal Tab but can be edited as desired for each Proposal individually. For information on formatting the Remarks, see Description/Note Formatting.

 

Advanced: advanced Clicking on this button will open the Project Advanced Options Window – Proposal Tab where printing defaults can be set for how Proposals will print for a Project.  See the Project Advanced Options Window - Proposal Tab for a full description of the Proposal defaults.

 

ClientConnect Auto Email: You have the Option to Auto Email the Proposal with an Email Message or to not Auto send it. Deselect this checkbox if you do not want to Auto Email this specific Proposal once accepted. The ClientConnect Auto Email checkbox will default from inside the Website User setting. See ClientConnect Website User Setup for more information.