The Templates and Constants feature in Proposals allows for predefined values and calculations to be built into proposal templates. These constants can streamline calculations and ensure consistency across proposals. They can be shared across subaccounts within an account tree, ensuring consistency while allowing local modifications.

Constant Concepts

1. Constants as Placeholders:
   • Constants serve as placeholders for values that are commonly used in proposals. These placeholders allow you to apply specific values, such as labor rates or material costs, in a consistent way across multiple proposals.
2. Defined at the Proposal Bid Type Level:
   • Constants are defined at the Proposal Bid Type level, where they are assigned a name and an enterprise-level value. This enterprise value serves as the default, ensuring that all proposals based on this bid type use the same predefined data for consistency.
3. Local Adjustments at the Subaccount Level:
   • Although constants are defined at the enterprise level, their values can be updated at the subaccount level to represent local conditions (e.g., regional labor rates). This feature provides flexibility, allowing subaccounts to adjust the constant values without altering the template structure or logic.

Proposal Line Item Use Concepts

1. Planning Constant Use:
   • It is important to carefully plan how constants will be used in your templates. By predefining critical data points, such as labor rates or sales tax percentages, you ensure that proposals are built with accurate and consistent values.
   • Best Practice: Plan out which proposal fields will benefit from constant use and where these constants should apply. Understanding how constants influence calculations will help streamline future proposals and ensure accuracy.
2. Using Constants in Formulas:
   • A key advantage of constants is their ability to be used in formulas for more complex calculations. For example, you can use constants to calculate labor or material costs based on predefined values, which can then automatically adjust based on other inputs.
   • Best Practice: Using constants within formulas (e.g., multiplying a labor rate by the number of hours) provides flexibility and ensures that changes in the constant are reflected automatically in all related calculations.
3. Avoid Using Constants as Default Values:
   • While constants are helpful in calculations, using them as default values for fields can lead to complications when putting a line item on a template. For example, if a constant is set as the default for a specific field and used on a template, the constant is filled with the value when the line item is put on the worksheet. Therefor when the template is saved, the field value is saved not the constant placeholder.
   • Best Practice: Avoid setting constants as default values in proposal line items. Instead, use constants for calculations, allowing the system to dynamically apply the correct values based on the context of the proposal.

Using Constants in Templates

1. Defining Constants:
   • In the Bid Types tab of Proposal Setting, constants are defined with labels, field types, and default values.
   • These constants can be used for default values, calculating totals, material costs, labor rates, and other frequently used values.
   • Example:
     • Field Label: Constant in Default Value
     • Field Value: Number, Calculate, Text
     • Constant Key: This is created by the system to guarantee uniqueness {c_Labor Rate_48}
2. Sharing Templates with Subaccounts:
   • Once constants are built into a template (visit Proposal Templates), they can be shared with subaccounts. The subaccount will inherit the template but can adjust constant values as needed to reflect their specific circumstances (e.g., local labor rates or taxes).

Advantages of Using Constants in Templates

• Time Efficiency: Predefined constants reduce the need for manual data entry and streamline proposal creation.
• Uniformity: Using constants ensures consistency in calculations, especially when templates are shared across multiple subaccounts.
• Flexibility: Constants can be adjusted at the subaccount level, allowing for local variations without altering the core template.

To print a proposal to PDF in your system, please follow these steps:

1. Locate the Proposal Quote Tab: Navigate to the Proposal Quote tab in your system.
2. View Options: At the bottom of the Proposal Quote tab, you will see two buttons:
   • View Short Quote
   • View Long Quote
3. Select a View: Click on either the “View Short Quote” or “View Long Quote” button. This will open an HTML view that is formatted for 8.5″ x 11″ paper.
4. Print the Page: In the top left corner of the HTML view, there is a link labeled “Print this page.” Click on this link to initiate the print process.
5. Produce a PDF: Follow the prompts provided by your operating system to print the document. You will have the option to select “Save as PDF” or a similar option, depending on your OS.

By following these steps, you can easily print your proposal to a PDF document.

Introduction

The Jobs feature is a dynamic addition for Users who have enabled the Proposal V2 feature on our platform. This tool provides an informative overview of active contacts with proposals to facilitate job management tasks. Below you will find more details on how to utilize the various functionalities of the Jobs feature to streamline your workflow.

Accessing Jobs

The Jobs feature is located on the main menu of the user interface for those who have the Proposal v2 feature activated. It presents a list of all active contacts with at least one associated proposal.

Utilizing Page Features

Customizing Your View with the Settings Gear

• Click on the Settings Gear icon at the top of the Jobs page.
• From the dialog box, select or deselect the columns you wish to display on your Jobs dashboard. Choices include Quote #, Contact Name, Address, and more.

Applying Filters

The Jobs feature provides filters to help you manage and view your proposals efficiently:

• Sales Cycle Status Filter: Use the toggles at the top to filter proposals by their sales cycle status: Quoted, Closed, or Completed.
• Additional Filters: Utilize additional filter options to show only proposals that are Unscheduled or Unpaid by checking the corresponding boxes.

Sorting Proposals

• You can sort the information in most columns by clicking on the column title, which allows for ascending or descending order views.

Managing Proposal Lists over Ten with Pagination

• The pagination feature at the top left of the list allows you to navigate through your proposals efficiently. Lists longer than ten proposals will be divided across multiple pages.

Unpaid

• Unpaid is any proposal with a Balance Due > $0
• Red Balance Due is an Opportunity that is marked as CMPL and a Proposal with a Balance Due

Work Orders Drilldown

Accessing Work Orders

• If Work Orders are being utilized, you can access them directly from the Jobs dashboard. Click on the associated icon in the “+” icon on the left to open the relevant Work Order Info.

Viewing Work Order Status

• Upon accessing the Work Orders, you will be presented with a list of all work orders assigned to that contact, including each order’s status. This enables quick status assessments and management of multiple work orders.

Accessing Calendar View

Click the Calendar icon in the top left. Then choose the type of User you want to see on the calendar.

• Estimators, Field Managers and Subcontractors are three types of users to select form.
• Proposal Start and End date are assigned to Estimators and Field Managers
• Work Order Start and End Dates are assigned to Subcontractors

Conclusion

The Jobs feature in Proposal V2 is designed to centralize your project management tasks, improve visibility over your sales cycle, and enhance overall operational efficiency. For further assistance or clarification on how to leverage the Jobs feature to its full potential, please reach out to our customer support team.

Introduction

This support document guides you through the process of using the layout and design controls for creating customized Proposal Long Quotes. These controls allow you to tailor the content and appearance of your quotes to match your brand and address your clients’ needs effectively.

Design Control: CSS Properties Interface

Accessing the CSS Properties

• Go to your Settings > Proposal > Tax/Display
• From here, click on Edit Visual CSS Control.

Modifying Design Elements

On this page you can do the following:

• Upload an image for the Proposal Header.
• Font: Select your preferred font from the dropdown menu.
• Update the Proposal elements one Section at a time.
  • Select Colors and Font Weight to Style the section in your quote.
  • Each change will be visible immediately.

Previewing Your Changes

As you adjust design settings, you can preview changes in real-time on the right-hand side of the screen. This immediate feedback ensures your quote looks exactly as intended before saving.

Saving and Publishing

Once you are satisfied with the design:

• Click on Save & Publish.
• Your custom settings will be applied to the entire Long Quote.

Layout Control:

Accessing Selective Page Display

To begin customizing the layout of your Long Quote:

• Go to your Settings > Proposal > Tax/Display
• Near to bottom of the page find Long Quote Default Settings.

Customizing Your Quote Pages Default Display

Setting the Default Display options will affect new proposals only. These default settings are applied to new Proposals. Each proposal has similar feature on the Overview tab for individual control.

• Cover Page: Include a front page for a professional first impression.
• About Me: Share information about yourself or your company.
• Summary: Provide a brief overview of the proposal contents.
• Bid Types: Select to display various bid options.
  • Bid Type Flow: The Long Quote starts each Bid Type on a new page. While the Short Quotes starts multiple Bid Types, one right after the other with no page breaks.
• Ts & Cs: Include your terms and conditions.
• Signature: Allow space for signatures.

Check the boxes next to each section to include them in your quote. Making these selections allows you to show the Long Quote the same as the Short Quote.

Conclusion

With these new controls, you can create a Proposal Long Quote that not only delivers your message effectively but also embodies the visual identity of your brand. For any additional questions or support, please contact our customer service team.

1. Bulk Change to a Sales Cycle now updates Milestones
2. Action Plan Step – Change Contact Type
   1. also requires Sales Cycle Setting
   2. can’t be blank
3. Contact Profile – Quarantine Email now shows a reason
4. Duplicate lead Accepted now launches Action Plan
5. Duplicate leads created from simple lead form has been stopped
6. Improvements to Username or Password Reset
7. SMTP Settings UX improvement
8. Searchable list of Accounts (in more places)
9. Searchable list of attachments
10. Contact List Search improvements
11. Calendars – 2 way sync with new External Calendar Sync
12. Franchise Estimate Count Report
    1. Emailed properly
    2. Links to raw data
13. User Settings
    1. password changed immediately effects access
    2. archived user immediately effects access
    3. Archived User removed from New Lead Email
14. Lead Routing – Duplicate Check for Multi-level Accounts to Subaccounts by Round Robin
15. Notifications –
    1. Archive search to include contact name
    2. View Assigned User in right side panel
16. Proposal
    1. Bid Type Multiplier
    2. Clear Signature now generates a History Note
    3. Show more of the Field Header for longer fields
    4. Block Editor – Cover Page, About Me, Terms and Conditions – Limited Release
17. Thumbtack Integration to accept Appointments
18. Templates for Notes / Log-a-Call
19. Contact Profile
    1. Quarantine Email – now shows a reason
    2. Opportunity Count shows above the field

The Proposal system has customizable controls for what components of a Worksheet show on the quote and Invoice. There two controls highlighted here control whether the Bid Type and Bid Type $ shows on the Invoice.

Tokens can be used in Terms and Conditions as well as About Me. This allows you to personalize these components of the Proposal / Invoice.

When you build a proposal in ClientTether, you will be using our proposal’s custom form editor to build each Line Item. Each field in the Line Item will declare its field type, giving unique properties to each.

This slide deck will introduce you to the Field Type options.

This was a customer driven feature. There are generally two scenarios where multiple proposals are useful. One scenario is when each proposal is unique and the other scenario is when a portion of a proposal is duplicated on another.
Because proposal data is used in charts, Users will need to pay attention to the checkboxes provided to control whether the proposal dollars are included or not at each milestone of the Opportunity

In the image above, the Blue section represents the Opportunity and the Green section shows the Proposals. The image below shines more light on the features of the Proposal area. Features that were once several clicks away are now at your fingertips: Add New Proposal, Open Proposal, Payments, Invoice, Proposal Signed.

A Tax District can be created and assigned to a proposal based on the Account that the Contact is currently in. If the Contact is moved (see below) the system will evaluate the assigned Tax District and reassign it according to the Default Tax District in the receiving Account.

The Move processes that will evaluate the Tax district are:
1. Appointment Assign To
2. Manual Mass Move