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Edit a proposal in the proposal builder

Change products, quantities, custom line items, and price adjustments before saving a proposal.

On this page
  1. Review the base product and the products already added in the proposal builder.
  2. Add or remove categories, choose products, and enter quantities as described below.
  3. Add any one-off items with Custom field, or internal adjustments with Adjust Price.
  4. Review the project total and your available cost and margin details.
  5. Check the expiry date, then click Save Proposal to save and open the summary.

Change products and line items

Now tailor the proposal to your customer’s specific needs:

To Add More Categories

  1. Look for tag-like buttons showing available categories
  2. Click a category button to add it to the proposal
  3. It appears in its section with the default product already selected
  4. Price is automatically calculated based on your base product

To Remove a Category

  • Click the trash icon next to the product

To Move a Category to a Different Section

  • Drag and drop the product row to a different section
  • Example: Move “Pool Heating” from “Basic Options” to “Optional Upgrades”

To Change the Product Within a Category

  • Use the product selector dropdown
  • Prices recalculate automatically based on the base product

To Adjust Quantity (for Unit-Priced Products)

  • Enter the quantity needed
  • Total price updates automatically

To Add a Custom Field

If a section allows custom fields, you can add one-off line items that aren’t in your product catalog:

  1. Click the Custom field button in the section
  2. Enter:
    • Name: What the customer sees (e.g., “Site preparation”)
    • Description: Additional details (optional)
    • Cost: Your cost
    • Sell: Customer price
    • Property: How this displays to customers (see below)
  3. Click OK

Property Options:

  • Show Price: Display name and price
  • Included: Show name but hide price (only section total visible)
  • Not Included: Show “Not Included” instead of price
  • Hidden: Don’t show to customer at all (affects totals only)
  • TBA: Show “TBA” instead of price
  • Others: Show the property text instead of price

Use cases: Site-specific work, one-time fees, discounts, unique customer requests, recurring charges (e.g., software levy)

To Add a Price Adjustment

If a section allows price adjustments, you can add hidden line items to improve your margin:

  1. Click the Adjust Price button in the section
  2. Enter:
    • Cost: Adjustment to your cost (can be positive or negative)
    • Sell: Adjustment to customer price (can be positive or negative)
    • Internal Note: Why you’re adjusting (optional, for your records only)
  3. Click OK

The adjustment appears in the proposal builder with a Hidden from client icon (eye with line through it). It uses the “Hidden” property, which means it affects totals but won’t appear in the customer-facing proposal.

Use cases: Margin optimization, competitive adjustments, special circumstances

Note: You can also create regular custom fields with the “Hidden” property to add recurring hidden charges (e.g., “Software Levy” to recoup Neptune subscription costs).

Review totals

The proposal summary shows:

For All Users:

  • Project Total (what customer pays)

For Authorized Users (managers, admins):

  • Total Cost
  • Gross Profit & %
  • Commission & %
  • Net Margin & %

Review these carefully before saving. Ensure:

  • ✅ All required products are included
  • ✅ Quantities are correct for unit-priced items
  • ✅ Margins are acceptable
  • ✅ Nothing is missing

Adjustments You Can Make:

  • Change base product → All variable/attribute prices recalculate automatically
  • Remove products
  • Adjust quantities for unit-priced products
  • Add or remove categories
  • Move categories between sections
  • Change expiry date

Sent proposals are locked. Create a new proposal when the customer needs changed details.