Proposal and Invoice Format Styles

Modified on: 2017-11-16 10:50:55 -0500


Design Manager offers three styles of Proposals and Invoices to send to your Clients:

Residential, Commercial and Modern (Modern is available for CLOUD users ONLY)

  • The Residential format is designed to appear more like personal correspondence in Times New Roman 10 pt font with a picture sized at approximately 2 in x 2 in.
  • The Commercial format is fashioned in Arial 10 pt font with a traditional "industrial" layout including grids for the columns much as an Invoice from your Vendor may appear. This format also has pictures sized at approximately 2 in x 2 in.
  • The Modern format gives a fresh/modern look and gives you the ability to center your logo on the document, like most common letterhead - it uses the Calibri font and is primarily pt 11. Pictures are sized at approximately 1.5 in x 1.5 in.        NOTE: The Modern format is not designed to be mailed as it does not align perfectly with the recommended window envelopes. This format was created for the user who emails documents.


You can choose any of these formats exclusively, vary the format from Project to Project, or even within a single Project.  You do not have to use the Commercial format for your Commercial Projects nor the Residential format for your Residential Projects.  The format you select is entirely based upon which one you, and your Client prefer! 

See the links below for how to change your default document style:

DMCloud

DMProCloud

Examples of the Residential, Commercial and Modern Proposals are shown below:


Residential Proposal:


Commercial Proposal:


Modern Proposal:


Each format also has an option to include a column for the Item Deposit - the Requested Deposit for Proposals and Applied Deposit for Invoices.  Using this format option allows you to display to the Client exactly how much Deposit is being requested or applied for each individual Item, for Proposals and Invoices, respectively. 


Examples of the Modern Proposal and Invoice with the Show Deposit option are shown below:


Modern Proposal - Show Deposit:


Modern Invoice - Show Deposit:


There are, however, a few points to consider in regards to clarity of information for the Client.


Proposals:

With Proposals, the main issue that may arise is if you are collecting 100% Deposit on an Item that contains multiple Component Types (i.e., Merchandise and Freight, Installation, etc.) and select to have the non-Merchandise Types to either List or Total on the Project Advanced Options Window - Proposal Tab.  What will happen is the Deposit displayed for the Item may appear to exceed the total amount of the Item:


Of course, if you add the price of the Merchandise to the Installation & Labor and Freight, the total is 1,996.86 but it may be confusing to the Client.  For this reason, it is suggested to set all Component Types to Combine on the Project Advanced Options Window - Proposal Tab to avoid such confusion.

Invoices:

For Invoices, a similar issue arises when using List or Total for Items with multiple Component Types but is exaggerated by the Balance being displayed as a negative value for Items that have received 100% Deposit, including Sales Tax, or if a Retainer is being applied to the Invoice as shown below:


Only when the Freight is added back into the Balance column in the Totals region does the Balance go to zero.  Again, it is suggested to set all Component Types to Combine on the Project Advanced Options Window - Invoice Tab to prevent confusion to the Client.



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