Editing a Proposal

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Proposals are dynamic documents and often need to be changed and updated frequently.  Items often need to be removed or added to the Proposal or changes in the cost of the Item need to be reflected.

 

You can revise an existing Proposal by selecting the desired Proposal on the Proposals and Documents Window and clicking the Edit button.  This will display the Edit Proposal Window which is very similar to the New Proposal Window, except that it displays the Items on the Proposal as already "tagged".  This is so Items can be removed or new Items can be added to the Proposal while maintaining the same Proposal Number.  Any changes you have made through the Specifications Window to Items currently on the Proposal will be reflected on the Edit Proposal Window.  To save any changes to the Proposal, simply click the OK button. A new version of the proposal will be added to the Proposal History window. The previous version will show there as well.  You can see PDF's of each of these versions.

 

If a Client Deposit has already been recorded on the Proposal, Design Manager will automatically redistribute the Deposit as necessary.  For instance, if an Item has been removed from the Proposal, the portion of the Deposit originally allocated to the Item will be proportionately distributed to the remaining Items.  Conversely, if a new Item is included on the Proposal, a portion of the Deposit attributed to the original Items will be allocated to the new Item based upon the Item's requested Deposit Amount.

 

Changing the Style of the proposal:

In order to change the document style, you will need to edit the proposal and select the document style preferred. There are multiple styles that you can choose from.

 

Style: You can select to use the Residential Proposal, Residential-Show Deposit, Residential Group Summary, Commercial Proposal, Commercial-Show Deposit, Commercial Group Summary, Modern Proposal, Modern-Show Deposit, Modern Group Summary, Bid Specification, Modern Bid Specification, Specification Sheets, Modern Specification Sheets and Tear Sheets from the Style menu.

 

In general, the Residential format has an appearance of a correspondence letter while the Commercial format has a more industrial appearance. The Modern styles show a more clean, letterhead-like look.  

 

Bid Specifications can also be generated. These 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.

 

Specification Sheets can be printed to show all of the Specification Attributes and Special Instructions for an Item.  Specification Sheets are discussed in more detail under Using Specification Sheets and Templates.

 

Lastly, Tear Sheets are a way to show a large picture (6.5" x 6.5") and clean look of each item with minimal details.

 

 

Pictures:  Select this option if you wish to 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.

 

Show Actual Deposits:  When a deposit payment is recorded, the proposal will automatically update to a new version that includes the deposit in the totals region of the document, indicating the current estimated amount due on the Proposal.  When editing, the Additional Deposit tab has a Show Actual Deposits option that will include any received deposit on the Additional Deposit Request proposal.

Remarks:  The original Remarks on the Proposal will be displayed in the Remarks field of the Proposal - Remarks tab.  They can be edited or altered here if desired.   For information on formatting the Remarks, see Description/Note Formatting.