Frequently Asked Questions
Proposals
Q: Can I manually override a product price in a proposal?
A: Not directly. Prices are calculated automatically to ensure accuracy. If you need different pricing, you can:
- Create a custom product with the desired price
- Use price adjustments
- Adjust the markup on the product itself in the product catalog
- Contact your administrator about adjusting the pricing rules
Q: What if I need to add a one-off custom item?
A: Use the “Custom field” button in the proposal builder. This lets you add items not in your product library.
Q: Can I copy a proposal to create a new one?
A: Currently not supported directly. Create a new proposal and reselect the same base product and products. Since pricing is automatic, this is quick.
Q: Why can’t I see costs and margins?
A: This is controlled by your user role. Contact your administrator if you need access to financial details.
Q: Can I save a proposal without sending it?
A: Yes! Click “Save Proposal” to save as a draft. You can send it later from the customer’s Sales Docs tab.
Q: What happens if I change a base product after sending a proposal?
A: Sent proposals are locked - they won’t change. Only draft proposals update when you change the base product.
Q: Can I edit a proposal after sending it?
A: Not directly. You’d need to create a new proposal with the updated details.
Customization
Q: How do I add products that aren’t in any category?
A: Use the “Custom field” feature to add one-off products. If this product will be used frequently, ask your administrator to add it to the product catalog.
Q: Can I change the order of sections in a proposal?
A: Sections are ordered by their position settings. Contact your administrator to reorder sections.
Q: Can I hide a product from the customer but still include it in the total?
A: Yes! Use the “Hidden” property on custom products, or create a price adjustment.
Q: Can I show a product but hide its individual price?
A: Yes! Use the “Included” property. The product name appears but only the section total is shown.