Email a Proposal

Send a PDF proposal to a customer by email.

How to Send an Email Proposal

  1. Locate the Work Order you wish to send.

  2. In the menubar, click Email and choose Proposal.


  3. The email message appears.

  4. Optionally edit the subject or message.

  5. Click Send.

  • The Proposal document gives nothing but the total of the frame job; it includes no design details. This means customers cannot take the quote down the street to have your competition see your designs.

  • If you have set Fitting charges (labor) as non-taxable, then Fitting charges (labor) appears on a separate line on the Proposal. If you wish to not reveal the Fitting charges, it is recommended that you calculate and apply a dollar discount (instead of a percentage discount). The Fitting charges are added to the unit price and are not included as a separate line.

  • All Work Orders created for a customer on the same day appear as line items on the Proposal. To exclude specific Work Orders, use the Shop tab and assign a Job Number to the items to exclude and a different Job Number to the items you wish to include.

  • It may be used as a quote for an insurance claim or strictly as a frame quote. Of all the customer Work Order documents, the Proposal provides the least amount of information.

How to Set up your Proposal Message

 

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