Proposal (Forms)

Sage 50 provides the following predefined proposal forms:

• Proposal: This form is printed on plain paper and allows you to provide a hard copy of the proposal and its details to the customer.

1. Select Forms from the Reports & Forms menu. Then select Sales Orders, Proposals, and Quotes.
2. The Select a Report or Form window will open with the Forms list shown.
3. Select the sales order form you want to print from the Forms list.
4. Click the Preview and Print button located below the sample image of the form.
5. The Preview and Print Proposals filter screen will open.

6. Make your filter selections and click the Print/Email button to print the form.

   Note: Click Refresh List after opening the filter screen to see the information in the selection grid. Also, be sure to click Refresh List after making any filter selections to see the updated information in the grid. When you click Print/Email, forms will print based on the current filter selection criteria regardless of what you may have previously selected in the grid.

You can also print proposals from the Proposals task screen. How do I print forms from task windows?

On the Print/Email tab, you can select the criteria you want to use to print (or email) the form and use the filter options to refine the results in the selection grid.

Refresh List: Click to refresh the selection grid. You must click this button after opening the filter screen or making any changes to the filter selections to see the correct information in the grid.

Selection Grid: This grid shows all of the proposals that meet the filter selection criteria. Select the proposals that you want to print from the grid. All of the proposals are selected by default. You can manually select and deselect the proposals in the grid. You can also use the All and None links above the grid to select all of the proposals or deselect all of the proposals in the grid. You can change the sorting of the proposals in the grid by clicking on the heading of the column that you want to use to sort the proposals. The grid may contain links in the Amount fields. If so, you can click on the links to open the actual proposals.

Include proposals from: Select the date range for the proposals that you want to print. You can choose to print proposals within a standard amount of time such as Today, This Quarter, or This Year-to-Date. The date fields below the Include proposals from option will automatically fill with the dates that match the selected amount of time. You can also enter a date range if you do not want to use one of the standard date selections. Select Range in the Include proposals from option and then enter the beginning date and ending date of the range for the proposals that you want to print. Select All if you want to print proposals that are dated within the two open years.

Use this form: Select the form you want to print.

Customize this form: Select this link if you want to customize the selected form. The form will open in the Forms Design window.

Filter customers by: This allows you to further specify the proposals that you want to print.

Customer ID: If you want to print proposals for a particular customer or range of customers, enter the customer IDs here. If you want to filter for one customer, enter that customer's ID in both ID boxes. Leave this filter selection blank if you do not want to filter by customer ID.

Type: If you want to print proposals for a particular customer type or a range of customer types, select Range and then enter the customer types in the From and To boxes. If you want to filter for one type of customer, enter that type in both the From and To boxes. Customer types are specified for each customer on the Maintain Customers window. Select All if you do not want to filter by customer type.

Delivery Method: This filter option allows you to select proposals to print based on the customer's form delivery method. You can choose print only, email only, or both print and email. Delivery methods are specified for each customer on the Sales Info tab of the Maintain Customers window.

Filter proposals by: This allows you to further specify the proposals that you want to print.

Proposal status: You can select to print both open and closed proposals, only open proposals, or only closed proposals.

Acceptance status: You can select to print both accepted and unaccepted proposals, only accepted proposals, or only unaccepted proposals.

Proposal number: If you want to print a particular range of proposals, select The range below and then enter the beginning proposal number and the ending proposal number in the numbered fields. If you want to filter for one particular proposal, select The range below and enter that particular proposal number in both of the numbered fields. Select All if you do not want to filter by proposal number.

Include proposals with a drop shipment: Select this option if you want to print drop shipment proposals.

Select the Print Setup tab to assign the default printer for this form and set the page margins. The file name for the form is also shown on this tab. There is an Align button that you can click if you need to adjust the alignment of the form. Tell me more about print setup.

Select the Email Options tab to set options that determine what to do when printing forms for customers set up to receive email. Tell me more about email options.