Cabinetshop Maestro Proposals

warning

Always double check all quotes with steve before sending them.

Generating and Re-Generating Proposals

Once you have generated a propsal, it is no longer tied to your Estimate. If you change the Estimate you will have to create a new proposal.

You can have as many proposals as you want so don't hesitate to make a new one once you have made a change.

Each line item is generated based on the Room name and description, you set this up earlier in the Job Description area. If you want to add a note to a room, it is best to go back and add it into that area. That way when you create a new proposal it will be added automatically.

note

Remember to remove the "-- Room:" off of Installation and Delivery.

Remarks

If there are any specific remarks that need to be added, do that here.

Sending the proposal off

Now that you have a proposal that you are happy with and you have double checked it with Steve you can "Open a Printable PDF", save it to our Quotation folder in Sharepoint (change the name to reflect the porposal number), then sned it in an email to the client.

tip

You can click on the clients email in the pdf to create a new email with there address.