Articles
Proposals Overview
Proposals are used to list items your business wants to sell to a prospective customer or an existing customer. A proposal is comprised of one or multiple elements: Items, Inventory Parts, or RMR. You can see the costs connected to the elements with...
Add a Proposal using a Sales Package
A new proposal can be created from a customer record or from the proposals list. This article addresses creating a proposal using a sales package. Note: To be able to create a proposal for a sales lead, you must first create a customer, site, and s...
Charge First RMR Cycle - Proposals
When you add RMR to a proposal and specify Charge First Cycle on the RMR, Managely includes the charges associated with that RMR on the proposal, represented by an item. This also changes the date associated with the RMR’s cycle start date, m...
Proposals Part Kits (Enterprise)
The Part Kits tab shows both the part kits and all associated parts underneath.
If you change the sales package on the proposal, the part kits from the new sales package will be pulled in and any older part kits will be removed from the proposa...