Using Proposal Options Preview

How to review details of the proposal as you are building it

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Written by Customer_Success
Updated over a week ago

As you are dragging equipment bundles or including FlexJobs to a proposal, you might want to review what you have added so far or make changes. You need to access a Proposal Options Preview.

How does it work?

  1. Proposal Options are the boxes with Proposal Labels at the top of Proposals, Accessories, Installation Items pages.

  2. Once there is at least one item inside a proposal option, you can click on any option.

  3. The option will expand.

  4. You will see every system and FlexJob included.

  5. You can remove any extra item by clicking on the little trashcan icon.

  6. You can rename a system by clicking on a little pencil icon next to the 'System' label.

  7. You can View/Edit FlexJobs.

  8. You can open a Proposal Inspector to review the proposal in more detail.

πŸ”ˆ NOTE: When you remove a system, you will also remove all Accessories and Installation items that have been associated with it. You can add another system first, replicate accessories and installation items in it, and then remove the first system.

Example of using a Proposal Options Preview:
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