Proposals & Tender

This article covers:

Accessing Proposals from the lead's left sub-menu
The Tender table: Label, Quote Number, Name, Status, Builder Total (Ex), Markup (Ex), Subtotal (Ex), Total Cost, Est Margin, GST, Total Cost inc GST
Creating a new proposal with the Add button
Proposal detail screen: Tender Details (Name, Plan PDF, Belongs to Job, From Pricebook, Invoice Template, Quote Number, Status)
Price Breakdown panel: Price Lock, Total Cost, Est Margin, GST, Grand Total
Tabs inside a proposal: Measurements, Bill of Materials, Upgrade Items
Emailing a proposal to the customer
Opening Graphic Takeoff from within a proposal

Open Proposals From within a lead record, click Proposals in the left sub-menu. Any existing tenders are listed with their quote number, status, and financials.
Add a new proposal Click the Add button (top right). Give the proposal a label (e.g. 'Build from The Jayden 260 Classic'), select the Pricebook it is based on, and attach the Plan PDF. 3.** Review Tender Details** In the proposal detail screen, confirm the Name, Plan PDF link, which Job it belongs to, the Pricebook it was built from, and the Invoice Template to use when invoicing.
Check the Price Breakdown The right-hand panel shows Total Cost (builder cost), Estimated Margin, GST, and Grand Total (client price). Tick Price Lock to prevent further edits once approved.
Review Measurements Click the Measurements tab to see all take-off measurements linked to this proposal (e.g. floor area in sqm). Click Open Graphic Takeoff to view or edit measurements on the plan.
Email to customer Click Email to Customer (top right) to send the proposal as a PDF to the client. The email uses your configured quote email template.
Approve the tender Once the client accepts, change the Status field from 'Not Approved' or 'Draft' to 'Approved'. This triggers the purchase order generation workflow.

Important: Proposals are linked to a Pricebook. Make sure the correct Pricebook is set up in Estimating > Price Books before creating a proposal.