Proposal and Invoice Document Format Styles

Modified on: 2020-08-18 10:56:17 -0400


Design Manger offers three style suites for both Proposals and Invoices as well as additional options in ProCloud: Specification Sheets, Bid Specification and Tear Sheets, to send to your Clients. 


STYLES

  • Residential: Designed to appear as a personal correspondence. Times New Roman 10 pt font with a picture sized at approximately 2" x 2". 
  • Commercial: Traditional "industrial" layout including grids for the columns similar to how an Invoice from your Vendor may appear. Arial 10 pt font with a picture sized at approximately 2" x 2". 
  • Modern: Contemporary, fresh look. Centers your logo on the document, like most common letterhead. Calibri font pt 11 with pictures are sized at approximately 1.5" x 1.5". 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. 

Each of these suites include the option to be show with Deposits; 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. In ProCloud there is an additional option to show Group Price Only which breaks out pricing by Location. ProCloud also offers a No Pricing Proposal. 


PROCLOUD ONLY STYLES

Found on Proposal window 

  • Specification Sheets: Classic and Modern, used to show all of the Specification Attributes and Special Instructions for an Item
  • Bid Specification: Classic and Modern, 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
  • Tear Sheets: Clean look at each Item with minimal details. Pictures sized at 6.5" x 6.5".


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


Residential Proposal:



Commercial Proposal:



Modern Proposal:



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


Proposals:


With Proposals, an 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. The Deposit displayed for the Item may appear to exceed the total amount of the Item. For this reason, it is suggested to set all Component Types to Combine on the Project Advanced Options Window - Proposal Tab to avoid confusion.



Invoices:


For Invoices, a similar issue arises when using List or Total for Items with multiple Component Types when the document Style is set to With Deposits. This 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. 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 be set to Combine on the Project Advanced Options Window - Invoice Tab to prevent confusion to the Client.




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