Skip to main content
A proposal is for design review. Customers approve or reject items individually, before any pricing is set. Later you carry the ones you want into a quote.

​
Building one

New proposal needs a Title, a Contact and at least one product. Assignees start with you, and Notes arrives prefilled with “Let us know if you like the products and how many of each you want to order!” Add product offers Blanks and Products. Selecting one adds it. A proposal carries no quantities or prices, only what you are proposing.
The Add products dialog on its Products tab, with a store filter beside the search
Adding a blank opens the Decoration tool. Choose its placement, artwork and product colors, then Save design to replace the blank with the decorated product. Skip leaves the blank on the proposal.
The Decoration tool over a proposal, with the artwork placement, product colors, the preview, and Skip and Save design
Edit design, in a product’s preview, reopens the tool on it. Saving a new design marks that product pending again, so the customer reviews it fresh.
A proposal product's preview with Edit design at the top
Artwork and Files are two cards with an Add button each. Artwork attaches designs. Files takes anything else you want them to have, such as a spec sheet or a mockup PDF. Notes is what the customer reads when deciding, so use it to ask for what you need back.
The New proposal form, with its details and notes on the left and the products, artwork and files panels on the right
Create proposal sends it. There is no draft state and no separate send step. The proposal goes out as Sent and the contact is emailed a link immediately.
You can keep editing a proposal after it goes out. Its page is the same form.

​
What the customer sees

View customer page shows their view. They get the products, your artwork, and your notes, with a pending count of what they have not answered yet. They can:
  • Open any product to see its colors, sizes and description, then Approve or Reject it with a comment
  • Approve all or Reject all, with one overall comment

​
Their answers

Approved and rejected products are badged on your side, and each carries the comment the customer left. Response history lists every response in order, so you can see what changed if they answered more than once. It appears once the first answer arrives.

​
Converting to a quote

Convert to quote opens a dialog listing every product on the proposal, then takes you to the New quote form with your choices prefilled. It appears as soon as the proposal holds a product.
Approval does not gate this. Rejected and unanswered products are listed too, tinted by their status, and you decide which to configure. Files and artwork attached to rejected items are the one thing left behind.
Each product starts as Not configured yet, and you set its quantities and sizes. A configured product shows how many items it covers and across how many lines, and an X clears it again. You do not have to configure them all. Convert, the dialog’s own button, enables as soon as one is done, and anything still unconfigured is left off. The counter beside it reads how many of the proposal’s products you have configured.
This is where a proposal gains quantities and prices. Nothing before this point commits the customer to an amount.
The Convert to quote dialog, with one product configured showing its item and line count and the counter beneath

​
The list

Filter by All, Sent, Approved or Rejected. Assigned joins them once a proposal is assigned to you. View archived proposals, beneath the table, swaps the list for the archived ones. Selecting rows hides the filters and reveals a toolbar with Archive and Delete, or Restore and Delete on the archived view. Both ask you to confirm. Each row links the proposal to the quote it became and the order after that.