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The Proposals page provides a comprehensive view of your proposals and enable you to manage them. Specifically, in the Proposals page, you may:

  • View proposals by status.
  • Filter proposals.
  • Search for proposals.
  • View the details of proposals.
  • Taking actions on proposals.
  • Taking actions on decision engine proposals.
  • View proposals history.
  • Download proposals reports.
  • On the Proposals page, you can also create a new proposal.


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title⦿ How to Access the Proposals page
  1. In your Service Automation account, click Proposals on the top of the navigation bar. The Proposals List appears.

Image RemovedImage Added

Expand
titleClick here to expand the filtering criteria.
  1. User the proposal is assigned to. If the MLP configuration is set up for your company, you can select the View All for This Level checkbox to get the proposals of employees who are on the same level as the picked person.
  2. Proposal number.
  3. Work order or purchase order linked to the proposal.
  4. Associated project (if this feature is enabled).
  5. Priority, category, and label of the attached work order. You may choose to include the MLP suggested category by selecting the corresponding checkbox.
  6. Proposal status, submission date, and trade.
  7. Location the proposal was created for.
  8. Provider who submitted the proposal.
Info

Additional filters may be available depending on your system configuration.



  1. (Optional) In the dropdown under Sort By, pick the sorting option to apply.
  2. (Optional) Select the corresponding checkboxes under the dropdown if you want to retrieve only proposals with attachments or exclude proposals linked to a work order.
  3. (Optional) Under Report Type, choose how you want to view the report: on a web page, as a printable report, or as an MS Excel file.
  4. When ready, click Find Proposals.
Info

The maximum number of proposals you can view on the Proposals List is 100. Should you receive an error, go back to the Search and Filter page, and modify your search criteria.

You land on the Proposals List displaying proposals based on the filters you applied.

Proposals displayed on the Proposals List


Tip

You can save a proposal report and use it as a filter later. To do that, after selecting the desired filters on the page for searching and filtering proposals, enter the report name in the Save Report As field under More, and click the arrow button to confirm.

Saving a report on the page for searching and filtering proposals


Expand
titleClick here to find out how to use a saved report as a filter.
  1. On the top navigation bar, click Proposals, and then click My Saved Proposal Reports on the page that appears. Or, click the menu icon in the upper-left corner, and select RFPs / Proposals > My Saved Proposal Reports. You land on the page with all your saved reports.
    A list of saved proposal reports
  2. Click the desired report to apply the filters it contains. You get to the Search and Filter page where you can adjust the filtering criteria as described above.


Navigating to a Proposal from an RFP, Work Order, or Invoice

You can access a proposal from an associated RFP or work order. If the latter has been invoiced, you may navigate to a proposal from the corresponding invoice.

Info


Expand
titleClick here to expand instructions on how to navigate to a proposal from an RFP, work order, or invoice.


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title⦿ How to Navigate to a Proposal from an RFP
  1. Find the desired RFP on the RFPs List.

  2. Click Go next to the proposal number and amount.
    Navigating to a proposal from an RFP

    Tip

    To go to the proposal detailed view, click the proposal number.



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title⦿ How to Navigate to a Proposal from a Work Order
  1. On the Work Orders List, locate the desired work order.
  2. Navigate to the proposal from the work order list view or detailed view.


    1. Expand
      titleList view:

      Hover over the proposal number, and click the proposal link in the tooltip that appears.

      Navigating to a proposal from the Work Orders List



    2. Expand
      titleDetailed view:

      Click the proposal number either at the top of the screen or on the Proposals tab.

      Navigating to a proposal from a work order details page



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title⦿ How to Navigate to a Proposal from an Invoice
  1. Find the required invoice on the Invoices List.
  2. Click the proposal number in the lower-left corner of the invoice details.
    Navigating to a proposal from an invoice
Tip

To go to the proposal detailed view, click the proposal number on the invoice details page.


You land on the Proposals List displaying the required proposal.


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ViewingProposals
ViewingProposals
Viewing Proposals

Once you’ve filtered and found the desired proposals, you can view their details on the Proposals List and take action on them — approve, reject, assign, and more. You may also head to the proposal details page to view the breakdown of costs for the required service.

Proposal information is available in the following views:

  • List view: Stay on the Proposals List to view and compare multiple proposals, process them, or navigate to associated items, such as RFPs or work orders.
  • Detailed view: Go to the details page of a specific proposal to view a breakdown of costs for the required service. Note that you cannot take action on a proposal from the detailed view page.

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Proposal List View

Refer to the table below to find out what proposal details are available on the Proposals List.

Info

The presented information may differ depending on your system configuration and the action taken on the proposal.

Proposal list view

ColumnProposal Details
1
  • Location ID and address
  • Trade the proposal is associated with
  • Provider who submitted the proposal
2
  • Proposal number and amount
Tip

To navigate to the proposal details, click View Proposal.


3
  • Date and time when the proposal was submitted
  • Associated RFP, project ID, work order number,  purchase order number, and work order status — if available
4

  • Proposal status

    Info

    Proposal statuses and their color codes are shown in the upper-right corner of the Proposals List.

    Proposal statuses shown in the upper-right corner of the Proposals List


  • Date and time when the most recent action was taken on the proposal and the user who took that action — not available for proposals in the Open status
Info

Proposal approval reason is displayed in this column if the feature that prompts users to select an approval reason when they approve a proposal is enabled for your company. If you want this feature to be turned on, get in touch with your ServiceChannel representative.


Tip

To view the proposal history, click History.


5
  • Proposal description
  • Email address the proposal was submitted to
  • Work order priority and problem description — if the proposal has a linked work order
  • User the proposal is assigned to — if the proposal was assigned to a specific employee
  • User level in the MLP hierarchy — if the MLP configuration is set up
  • Rejection reason code and description — for rejected proposals
Info

If the feature that prompts users to select a reason for assignment when they assign a proposal is enabled for your company, the reason is displayed in this column. Contact ServiceChannel to have this feature turned on.


6
  • Files attached to the proposal
7
  • Label assigned to the associated work order
8
Tip

Use the Actions button to take action on the proposal: edit, change its status, or assign.


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ProposalDetailedView
Proposal Detailed View

The information available in the proposal detailed view includes the following:

  • Proposal info: creation date, proposal number and description, provider who submitted the proposal or was assigned to it, linked RFP and work order along with the problem description (if available)
  • Breakdown of costs: costs incurred to date, materials, installation labor, non-installation expenses, freight, and tax
  • Files attached to the proposal
  • Subtotal for each category and total project cost
  • /wiki/spaces/UJNK/pages/571540030 recommendation

Expand
titleClick here for an image depicting the proposal detailed view.

Proposal detailed view


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title⦿ How to Get to the Proposal Detailed View
  1. Find the required proposal on the Proposals List.
  2. Click View Proposal under the proposal number and amount.
    Navigating to the proposal detailed view from the Proposals List

You get to the proposal detailed view page.


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