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 Best Practices, we are going to show you how to edit Proposals 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.
Adding to a Proposal
From Actions
From Proposal
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.
Can I edit a proposal from the dashboard?
If you have recently updated the project in question, you will be able to click on the project from the dashboard, and then allowing you to edit the proposal.
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
Can I delete my proposal?
You cannot directly delete a proposal/estimate. However, you can remove all items from the proposal, and the proposal number should disappear within the day once all items are removed.
And that is how you update a current 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].