Proposals: show Bid Type on Invoice

July 13, 2023

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 in Proposal: Terms and Conditions

July 13, 2023

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

Proposal Field Types

April 18, 2023

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.

Multiple Proposals per Opportunity

March 29, 2023

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.

Proposals Tax District

February 2, 2023

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

Proposal Additional Delete Options Added

February 2, 2023

The following delete options have been added to Proposals.

Delete a Work Order
Delete an individual Change Order item
Delete an individual Punch List item
Delete a Worksheet History

Proposals: Show Contact’s Company Name in Quote Header

February 2, 2023

First the Client Company should be checked in Proposal Preferences.

Then it will show in the Quote Header

Proposal Settings – Share Quote Type

January 5, 2023

You can choose to share “Quote Types” down your organizational structure.

Simply go to the Other tab under Proposal Settings and click any Gray Arrow. That will tell the system to share that Quote Type with subaccounts. A green arrow means that the Quote Type has already been shared. (See image below.)

Proposals: Duplicate Bid Type and Line Items

December 8, 2022

The duplicate options allows the User to quickly add similar Worksheet elements like whole Bid Types or individual Line Items.

Duplicating a Bid Type puts the new Bid Type immediately below the current Bid Type with all the associated line items.

Duplicating a Line Item puts the new item immediately below the current line item within the current Bid Type.

Proposals: Add Templates to Worksheets

December 8, 2022

A Template can be used to start a new Proposal or to add to an existing Proposal.

As you can see in the image above, Templates are shown on the Bit Type dropdown as well as the create New Proposal menu.