- 7.1. Proposal List
7.1.2. Create a New Proposal - 7.1.1. Search Proposals
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7.1.2. Create a New Proposal
To create a new proposal, you can use the Create a New Proposal menu option or click on the Create a New Proposal icon in the Proposal List. Both options open the same input window.
ProposalsCreate.JPG
When creating a new proposal, you are only presented with 3 tabs, the Project Info tab, the Design tab and the Install Tab.
The Project Info tab is the only tab that has fields that must be entered before you are allowed to save your proposal.
When you create a new proposal, the proposal number field is automatically populated with the next available proposal number. After you enter a Sales Rep name, DealerChoice will remember this name for you and the next time you create a proposal, the sale rep name you used last will be automatically populated in the Sales Rep field for you.
Saving Your Proposal
ProposalsCreateAllTabs.JPG
Click on the Save Proposal button on the Project Info tab to save your proposal. The proposal will open with all available tabs displayed.
After you save your proposal, all available proposal tabs will be displayed. Proposal tabs are controlled by permissions (See Permissions) and depending on how your user permissions are set, your proposal view may differ from what is displayed here.
Proposal Icons
| Field | Description |
|---|---|
| Close Proposal | Clicking on this icon will close your proposal and you will be returned to the Proposal List |
| Save Proposal | You can click on the Proposal Save icon at any time. DealerChoice performs an auto save approximately every 10 minutes. |
| Delete Proposal | Click on this icon to delete your proposal. You cannot recover a proposal after it has been deleted. |
| Submit Proposal to a Group or Department | If you wish to send a message to another group regarding this proposal, click on this icon, select the group or groups that you want to notify, enter your message text in the message input box and click on the Go button. All members of the selected group(s) will be alerted by a message in their message queue. |
- 7.1.2. Create a New Proposal
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