Re-printing or E-mailing a Proposal

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To re-print an existing Proposal, go the Proposals and Documents Window, select the desired Proposal, and click the Re-Print button.  Doing so will open the Re-Print Proposal Window shown below.

 

proposal - reprint

 

Simply click the OK button to re-print the Proposal.  Other options can be changed as described below.

 

Style: You can select to use the Residential Proposal, Residential with Deposits, Commercial Proposal, Commercial with Deposits, Modern, Modern with Deposits, Bid Specification, or Specification Sheets from the Style menu.  In general, the Residential format has a general 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. This will default to the style originally selected when first generating the Proposal.

 

Pictures:  Select this option if you wish to re-print the Proposal with any Item pictures embedded in the document.  For more information on assigning a picture to an Item, see the Item Window - Picture Tab.

 

Update Style:  Select the Update Style option if you have changed the Style and wish to keep the Proposal in the new format.

 

Override Letterhead Settings:  If the Letterhead option for Proposals is selected on the Company Advanced Options - Print Tab, the Override Letterhead Settings option will be available.  Selecting this option will always show the Company Name and Address information at top of the Proposal document effectively ignoring the Letterhead setting which prevents this information from printing in order to properly fit the Company custom letterhead paper.  This option is useful when e-mailing or exporting the Proposal to insure that the Company information is being displayed and will automatically be selected when the E-mail option is chosen.

 

Show Actual Deposits:  The Show Actual Deposits option will print any recorded Deposits on the Proposal in the totals region of the document, indicating the current estimated amount due on the Proposal.

 

Update Remarks:  Use the Update Remarks option to change the Remarks on the Proposal to those currently entered in the Remarks field described below.

Remarks:  The original Remarks on the Proposal will be displayed in the Remarks field so they can be edited or altered if desired.  Only if the Update Remarks option above is selected will the Proposal Remarks be changed to reflect any changes upon reprinting the Proposal.  Otherwise, any edits will only appear on the currently reprinted Proposal.  Future reprints will not show the edited Remarks. For information on formatting the Remarks, see Description/Note Formatting.

 

E-mail:  The E-mail option will allow you to create an e-mail message with the Proposal attached in a .pdf format.  Depending on the E-mail Setting selected on the User Settings Window, when you click OK, you will either have an E-mail Window (for SMTP), or an Outlook E-mail Message displayed with the Proposal as an attachment.  If you have recorded an E-mail address on the Project Window - Notes/Information Tab, it will be defaulted as the "To" address on your E-mail (the email address is ONLY defaulted when Reprinting a document).  If Save PDF is selected on the E-mail Setting menu, the Design Manager - Email Report Window will be displayed so that you can save the document on your computer or network.  For more information on the e-mail window, see E-mail.