New Proposal Window - Proposal Tab

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The first tab on the New Proposal Window is the Proposal Tab and is where Proposals for Projects are generated.  This tab shows all of the active Items in the Project that are available to be placed on a Proposal for the Client.  Once you have "tagged" or selected the Items you wish to propose, you can print a copy of the Proposal.  If the information on the Proposal appears to be correct, you can "Accept" the Proposal which will process and save the document into Design Manager.

 

proposal - proposal 

 

Name/Phase: This field will show the Project Name by default and will print at the top of the Proposal.  You may change the Proposal Name by typing a new name or description into this field.  Some designers user this field to designate a particular phase of a job.  Defaults for this field may be set on the Project Advanced Options – Proposal Tab, including the option to hide the Proposal Name and to use the Proposal Name in place of the Proposal Number if you want to use your own numbering system.

 

Date: This field will default to the current system date and will print at the top of the Proposal.  You may change the Date by typing a new one into this field or by using the Search button.

 

Style:  You can select to use the Residential Proposal, Residential-Show Deposit, Commercial Proposal, Commercial-Show Deposit, Modern Proposal, Modern-Show Deposit, Bid Specification, or Specification Sheets from the Style menu.  In general, the Residential format has an appearance of a correspondence letter while the Commercial format has a more industrial appearance. Bid Specifications can also generated which are used to show the Quantity, Description, Vendor, and Extended List Price of each Component for an Item.  Bid Specifications are primarily used in commercial Projects where detailed information of all purchasing is required.  Lastly, Specification Sheets can be printed to show all the Specification Attributes and Special Instructions for an Item.  Specification Sheets are discussed in more detail under Using Specification Sheets and Templates.  The Style will default from the selection on the Company Advanced Options - Print Tab.

 

Examples of each of the Proposal Styles listed above are shown below.

***NOTE: The Modern document style may not be able to be folded to fit properly inside the window envelopes recommended.  This style was created for use with Modern technology, such as Emailing the document instead of sending via Postal Mail.***

 

Pictures: Selecting the Pictures option will display the image loaded on the Item Window - Picture Tab for  each Item on the Proposal.

 

Show All: Selecting the Show All option will display all Items within the Project that are not set as Inactive or Complete.  Previously proposed Items will appear beneath all Items that have not yet been proposed.

 

Proposal Grid

This grid lists and displays information for each Item that can be proposed for a Project.  By default, the Proposal grid only shows active Items that have not been included on a Proposal previously.  Click on the Tag check box to select an Item for inclusion on the Proposal.  Double-clicking on any Item will open the Item Window which is useful for making quick adjustments to the Item before proposing.  The Proposal Grid is sorted by Location code, followed by the Item reference number within a given Location.  Like many grids in Design Manager, you can change the sorting of the Proposal Grid by clicking the heading of the column by which you would like to sort.  Some columns, however, are unavailable for sorting.

 

Tag: Click on this check box to "tag" an Item to include it on the Proposal.  To untag an Item, simply click on the check box a second time to remove the check mark.  You do not have to include all Items on a Proposal.  A Project can have many Proposals.  As Items are tagged or untagged, the pricing and deposit totals change at the bottom accordingly.

 

Already Proposed:  If the Show All option is selected, this column will be visible.  If an Item has already been proposed, then the Proposal number and date of the last Proposal upon which the Item appeared on will be displayed.  You may include an already proposed Item on a new Proposal.  Items previously proposed will appear at the bottom of the Proposal grid.

 

Location:  This column contains the Location code and name of the Item.

 

Group:  If the Item Groups option on the Company Advanced Options Window - General Tab is selected, the Item Group will be displayed.

 

Specification Code (Spec. Code):  The Specification / Template Number of the Item.

 

Reference Number (Ref. No.):  This column contains the Design Manager Reference Number assigned to each Item and is useful for finding the Item on the Specifications Window.

 

Description:  This column contains the first few words of the Item’s Description.

 

Proposal Price:  The total price of the Item being proposed to the Client will be displayed here.

 

Merchandise (Merch.):  The portion of the Item price that is categorized as Merchandise is displayed in this column.

 

Freight:  The portion of the Item price that is categorized as Freight is displayed in this column.

 

Design Fee:  The portion of the Item price that is categorized as Design Fee is displayed in this column.

 

Installation:  The portion of the Item price that is categorized as Installation is displayed in this column

 

Labor:  The portion of the Item price that is categorized as Labor is displayed in this column

 

Time:  The portion of the Item price that is categorized as Time is displayed in this column.

 

Requested Deposit:  This columns contains the Deposit Amount required from the Client for an Item.

 

Quantity:  The Quantity of Item being proposed is recorded in this column.

 

Sales Tax:  This column contains the total estimated amount of Sales Tax for the Item.

 

 

The following fields are located below the Proposal Items Grid and apply to the entire Proposal:

 

Total Price:  The total price contains the total Estimated Price of all Items being proposed not including any fees, freight, other charges, or sales tax being applied to the Proposal.

 

Freight / Fees / Etc. (Frt. / Fees / Etc.):  This field contains the total amount of all Freight charges, Design Fees, and any other charges being included on the Proposal.

 

Sales Tax:  This field contains the total Estimated Sales Tax being recorded on the Proposal.

 

Total Estimated (Tot. Estimated): The Total Estimated field is the sum of the Total Price, Freight/Fees, and Sales Tax.

 

Requested Deposit (Req. Deposit):  This field contains the total deposit that you will require from the Client.  This amount is calculated by summing each tagged Item’s requested Deposit Amount.

 

Edit Item: edit item If you wish to make changes to an Item before generating the Proposal, you can select the Item on the Proposal grid and click the Edit button.  This will display the Item Window where you can make the necessary revisions.  Double-clicking the Item on the Proposal grid will also launch the Item Window.

 

Tag: tag Click on this button to open the Tag Items for a Proposal Window.  This window contains several options for Item "tagging" or selecting groups of Items to be included on a Proposal.  You may also tag individual Items by clicking on each Item’s Tag check box on the Proposal Grid.  See the Tag Items for a Proposal Window for more information.

 

Layout: layout The Layout displays a new window for the Project Tree View and allows you to edit the order that Locations, Groups, and Items appear on a printed Proposal.  By default, the Items will be in Location Code order, followed by their Group, then with each Item in Reference Number order with its Group.  To change the order, you can select and drag an Item, Group, or Location to the desired position.  Locations can be arranged in any order.  Items can be arranged in any order but only in their respective Group and Location.  If you want to move the Item to another Location or Group, click the Edit Item button on the Proposal Tab and change the Location or Group as necessary. Note:  Groups will only be displayed if the Item Groups option on the Company Advanced Options Window - General Tab is selected.

To Learn more about using the Layout window, click here.

 

Printing Proposals

After tagging the desired Items, click on the OK button to print the Proposal.  Make sure that you have the Printer selection on the Printer Button Bar set to the desired printer.  For more information on printing options, see Printer Button Bar.  Whether printing the Proposal to the monitor or directly to the printer, you will need to either accept or reject the Proposal after printing and reviewing it.

 

Accepting and Rejecting Proposals

After printing a Proposal, Design Manager will ask "Would you like to accept or reject this Proposal?".  Be sure to thoroughly review the Proposal before clicking the Accept button.  If you find any errors on the Proposal, click the Reject button and correct those errors.  You can then generate and print the Proposal again. Accepting the Proposal saves the Proposal for future viewing/editing.

 

 

Examples of Proposal Styles:

 

Residential Proposal

Proposal_Residential

 

Residential - Show Deposit

Proposal_ResidentialWithDeposit

 

Commercial Proposal

Proposal_Commercial

 

Commercial - Show Deposit

Proposal_CommercialWithDeposit

 

Modern Proposal

Proposal_Modern

 

Modern - Show Deposit

Proposal_ModernWithDeposit

 

Bid Specification (Classic ONLY)

BidSpec

 

Specification Sheet (Classic ONLY)

SpecSheet

 

Learn more about the Show Deposit style documents here:

http://knowledge.designmanager.com/media?mid=10000277&l=http%3a%2f%2fknowledge.designmanager.com%2farticles%2f10000277.pdf&hfkl=5