Proposals Sub Tab
The Proposals sub-tab is where you can enter the following information:
| 1. Proposal Terms | These terms will be copied to new projects and can be edited at the project level. These terms will appear on the proposal. |
| 2. Thumbnails | Click Yes if you want the thumbnail images to appear by default when you create a proposal. When you preview a proposal, you will have the option to show or hide images. |
| 3. Default Proposal Name |
Enter the preferred name for DesignSmart's "Proposal". This is the document that lists the items that you are submitting for the client to either purchase or approve. Some firms will call this document one of the following: Estimate, Budget, or Budget Estimate. Within DesignSmart this document is referred to as a proposal, but the document itself will have whatever name you give it. |
4. Item Statuses |
Assign the appropriate status to each action. This is an optional step |
Click the Update Active Projects with these terms button if you want to update the active projects with these proposal terms. Warning: this will overwrite whatever terms are in those projects!