Project Proposals & Documents

Overview

This is the area where Estimates, Documents and Albums are organized into professional looking Proposals.

Order Pre-Builds

Order Pre-Builds contain criteria used to automatically convert Estimates into Work and Material Orders.

See Order Pre-Builds Overview

Estimates

Estimates are a collection of physical materials, estimating items, and/or labor items to propose a cost total to a customer or agent.

See Estimates Overview

Documents

Documents are any form of text such as a formal letter, signature block, description, contract, etc.

See Documents Overview

Albums

Albums are collections of uploaded photos and can be attached to Proposals. Albums are also managed in the Project Photos/Files menu item.

See Albums Overview

Proposals

Proposals are a collection of estimates, albums, and custom documents organized in a unified document.

It is best to create your documents, estimates and albums prior to making a proposal.

See Proposals Overview