A Proposal/Estimate is generally how design firms get approval from their clients, to order an item and/or list of items for their respective homes, buildings, etc. For example the designers may select a sectional, coffee table, and set of lamps to add to a proposal/estimate. The pieces and their respective costs will then be placed onto a proposal for the client to approve, or decline.
In this Video Tutorial, and some Best Practices, we are going to show you how to create your own Proposal in Designer Link 2.0. The bottom of this page also includes Related Articles and Frequently Asked Questions.
VIDEO TUTORIAL
BEST PRACTICES
BEST PRACTICES
Proposal Description:
Add a description when creating a proposal to help identify its contents quickly.
When adding an Item to an Existing Proposal, view the Proposal Description for quick reference.
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
Why is my item not being added to my proposal?
It is likely that your item is already on another proposal. Make sure the item is either cloned, or removed from the other proposal in order to add it.
Is there a way to clone proposals?
There is no way to clone a proposal. You can however, clone Items to a different Project.
What if I don't like my proposal template?
We have some template options to choose from, and if absolutely necessary we can add some extensions to make it more digestible for your team and your clients
And that is how you can create a proposal/estimate. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].