Proposals | Quotes

Copy Quote

Copy Quote   Overview From the existing Proposal/Quote screen, use the "Copy...

Combining Quotes with Import Lines

OverviewUse the "Import Lines" feature to combine lines from multiple quotes ...

Finding Unawarded Quote Proposals

Unawarded proposal searching can be accomplished by using the “not awarded” c...

Submittals and Custom Letter Forms

Overview There are several forms built into the system, as well as the abi...

Proposals - Tax Code and Tax Type

The Tax Code and Tax Type of a proposal or sale get populated one of three wa...

Upgrades or Overages to Base Contracts

Upgrades When a customer wants to upgrade materials and you need to keep trac...

Kits Creation Tools (Copy Paste Delete)

Version 21b2.19 Overview A Kit is a quick, easy way to populate ...

Find and Modify Job Tax Information in List View

The proposal and sales order find screens have search fields for tax type and...

Spec-ID Integration (Formerly SpecIntel)

Your Spec-ID account can be integrated with your JobRunner or FloorManager sy...

Importing Proposals into JobRunner PS XLXS

Overview  JobRunner allows proposals/quotes to be imported into the system us...

Overview of Proposals

OVERVIEW OF PROPOSALS This video will cover the basics of a Proposal...

Using Kits to Build Proposal Quotes

Learn how sales can quickly add sundry items to the proposal quote with the ...

Presenting Summarized Bids with Bundling

Learn how to send and present a summarized bid to the customer client using ...

Proposal Quote Building Tools Kits and Bundling

Learn how to use system tools to efficiently build proposals and quotes fast...

Proposal Quote Building Basics

Learn the basic steps to creating a proposal quote. This is from the Foundat...

Alternates Overview

Alternates Overview Alternates can be described as potential add-ons to the i...

Estimation Imports v23b8

Overview Importing estimation files from FloorRight or Measure Square will wo...

Spreadsheet for Importing Proposals in JobRunner

OverviewThe import feature in Proposals in JobRunner requires a specific PS X...