Available in Sage 50 Premium Accounting and higher.
Proposals let you enter proposals for a customer, then invoice them as projects or jobs are completed. Proposals can be printed, previewed, or sent via email. Once a proposal has been accepted by the customer, you can mark it as Accepted and it will be available for billing in Sales Invoicing. Quotes can also be converted to proposals. You can also apply or update the Status of the proposal.
Proposals work in conjunction with the Billing Method field in Job Costing as well. If you select Percent of Proposal as the Billing Method for a job, Sage 50 will automatically update the Estimated Revenues fields for your jobs as you enter and accept Proposals. You will also be able to use Progress Billing to bill your proposals as portions of jobs are completed. Tell me more about using Progress Billing.
Did
you know you can customize this window, hiding fields you don't use?
Sage 50 has templates that let you customize Task windows. You can hide certain fields that you never use, such as Ship To fields. If you ever need those fields, just select the Layout button and select the standard template.
Copying a proposal
You can create a new proposal by copying an existing one. Click the Copy button on the Proposals window.
Printing
or previewing proposals
As you enter proposals in Sage 50, the Proposal No. field is automatically increased by one based on the last proposal or sales order entered. If you want to override this for the printed proposal, you can, but note that Sage 50 won't let you have duplicate proposal numbers. Nor can a proposal and sales order have the same number.
Billing/converting/applying
proposals to a sales invoice
Click the link below for step-by-step instructions on billing proposals.
Using the Track It panel
You can use the Track It panel to update the tracking status of a proposal (pending, expired, etc.), including assigning it to a specific user or all users that have a specific role in your company.