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Quotes & Proposals

Create customer proposals, contracts, and quotes.

The Proposals Module within EBMS is a sales tool that can be used to create customer proposals and quotes.

Create Quotes for Customers

A quote contains the pricing, descriptions, terms, and other proposal details presented to the customer. Unlike a sales order, a quote does not affect inventory counts or purchasing recommendations. Sales Orders are directly created from these proposals or quotes.

This module can also be used as a template with a set of items, pricing, and details that can be used to create sales orders for multiple customers. A proposal template may contain a standard set of items, materials list for a standard building kit, or other standard parts list.

Create Recurring Billing

The proposal document is used to create recurring invoices based on a scheduled frequency setting. Review the Recurring Billing module.

Create Budgets for Jobs

The proposal window is used within the job costing module to create budgets and change orders. Review the Job Costing module.

Features

Records and prints an unlimited number of proposals for any customer
Easily create sales orders from the proposal
Proposal does not affect inventory counts or purchasing recomendations
Maintains a proposal status such as open, closed, or accepted
Includes flexible pricing tools that allow pricing to be derived from a specific price level or percentage margin
Proposal templates are created for standard jobs, sets, or assemblies
Proposals will only print relevant information for the customer but store-detailed information for the salesperson
Markup and Profit Percentages are conveniently displayed
Perpetual costs or the most recent costs can be used to calculate proposal amounts
Proposals include important details such as pricing, salesperson, dates, job, freight, and other details also in the sales order
Fully integrates with job costing to create job budgets
Creates recurring invoices based on a scheduled frequency

Looking for more details?

View knowledge base articles.

Documentation

Enhancements

MyProposals App - Create and edit quotes from anywhere.
Recurring Billing - Schedule a recurring invoice
Batch Billing - Process and print sales orders and invoices as a group.
Job Costing - Analyze and manage projects.
Components & Accessories - Group multiple inventory items into a kit or set.

Reports

Unaccepted Proposals Report