How to Create a Standalone Proposal
Step 1
After logging in to your account, navigate to the Customer module.
Step 2
Once on the Customer module, find the customer you wish to create a standalone proposal for and click their Customer ID number.
Step 3
From here, click the Assets tab at the top
Step 4
Once you are in the list of assets, find the asset you want to create a proposal for and click the Asset ID.
Note: You may also filter the assets per location.
Step 5
After clicking on the Asset ID, you will be taken to the Asset Details page. From here, click the Create Proposal button.
Step 6
Upon clicking the Create Proposal button, the Create Proposal pop-up window will slide out from the right-hand side. Fill out all areas that have an asterisk (*), and the Cost Breakdown, and then click Save to submit the Proposal.