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7. Proposals - 6.1.2. A & D Search A & D Firms
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7. Proposals
Table of Contents
- 7.1. Proposal List
- 7.2. Project Info Tab
- 7.3. Design Tab
- 7.4. Install Tab
- 7.5. Item Details Tab
- 7.6. Purchase Orders Tab
- 7.7. Receivables Tab
- 7.8. Proposals Payables Tab
- 7.9. File Vault Tab
- 7.10. Service & Punch Tab
- 7.11. Ledger Tab
- 7.12. Proposals Direct Bill
- 7.13. Project Management
The Proposals database is accessed from the main menu bar option called Proposals. There are 4 options under the Proposals menu:
Proposal List - Create a New Proposal - Search for a Proposal
Project Management
Project Management will be covered under the Project Management section of this document.
The Create a New proposal option allows you to create a proposal from the menu. You do not have to create proposals from the Proposal list. Clicking on this menu option will open the Create A New Proposal window.
The Search for a Proposal option allows you to search for a proposal from the menu. You do not have to search for proposals from the Proposal list. Clicking on this menu option will open the Proposal Search window.
These options are also available as icons from the Proposal list as well. The menu options and the icon options open the exact same window.
The Proposal menu option is managed by Permissions (See Permissions).
- 7. Proposals
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7.1. Proposal List