Viewing and Taking Action on Proposals
- Chellie Esters
- Anastasia Simonovich
- Anastasiya Dashuk (Unlicensed)
In the Proposals module, you can view proposals that you’ve submitted to your clients, void a sent proposal before your client approves it, and copy a proposal to create a new one.
Viewing Proposals
You can access the proposal details either from the proposals list or the WOs list.
Accessing a Proposal from the Proposals List
- On the top navigation bar, click Proposals. The proposals list shows up.
(Optional) Apply the filters and search options that you need, and then click Apply at the top of the page. The list of proposals that match your search criteria is displayed. Learn more about Filtering and Searching for Proposals.
When you filter proposals, note that the three statuses — Open, On Hold, and Reviewed — are selected by default in the Proposal Status filter. The default value is also set for a proposal date and a report type. By default, you get the list of proposals created over the past month, and you view and process them online.
On the proposals list, select a proposal you want to view and click View Proposal. A separate page with the proposal details opens.
On the proposals list, you can review proposals that match your applied filters. The proposal details displayed on the page include the location info, proposal amount, requested date, associated WO or PO number, proposal status, WO priority, WO problem description, and attachments. Note that the WO number, purchase order number, and WO problem description are displayed only if the proposal is linked to a work order.
Accessing Proposals from the WOs List
You can also access a proposal associated with a work order directly from the WOs list.
On the WOs list, if there is a proposal available for the work order, you see a link as well as the current proposal status. To go to the proposals list showing the proposal details, hover over the proposal number, and then click the link in the tooltip that appears.
Proposals Displayed Per Page
By default, the list displays 20 proposals. To view more proposals at a time, use the pagination in the upper-right of the list.
You can view up to 100 proposals on a single page.
Proposal Statuses
Each proposal on the list is color-coded to give you a visual cue on its current status. The legend at the top of the page helps you identify the proposal status.
| Color | Proposal Status | Note |
|---|---|---|
| Red | Open | Proposals that haven't been reviewed by your client.
Available actions:
|
| Yellow | On Hold | Proposals that require your client’s further review before being approved or rejected. Available actions:
|
| Blue | Reviewed | Proposals that are going through the multi-level proposal (MLP) approval process. These proposals are being reviewed by your client, and the final decision is still to be taken. Available actions:
|
| Green | Approved | Proposals that have been already approved by your client. Your proposal may be either Approved (Not Scheduled) or Approved (Scheduled). Available actions:
|
| Gray | Rejected | Proposals that have been rejected by your client. You can see the proposal rejection reason if your client has specified it. Available actions:
|
| Void | Proposals that have been voided by your company. Such proposals are deleted on the client's side. Providers can access voided proposals only via the link in the email notification about the proposal creation. | |
| Yellow | Pending External Approval | Proposals submitted against Connector work orders. The status is used for the Proposal Connector functionality. Available actions:
|
Taking Action on Proposals
On the Proposals list, you can take the following actions:
- View a proposal
- Void a proposal
- Copy and create a new proposal
- Schedule proposals
Voiding a Proposal
You can void a proposal if the proposal is incorrect before your client approves it.
Once you void a proposal, you will not be able to locate it via the filters or the search tool in the Proposals module anymore. Should you still want to be able to access voided proposals, copy and save the direct link to the proposal. You can also find the direct link to the proposal in the email notification about the proposal creation.
- On the proposals list, find the proposal you wish to void and click Void.
- In the dialog box that appears, click Yes to void the proposal.
Once voided, the proposal disappears from the list view and can be viewed only with the direct link to the proposal.
Copying a Proposal to Create a New One
If your client has rejected a proposal, for example, because the material or labor costs are too high, you can clone the existing proposal, make the necessary modifications, and resubmit it.
- On the proposal you want to copy, click Copy & Create New Proposal. The page with proposal details shows up.
Make the necessary modifications to the proposal.
- Click Submit Proposal. Once submitted, the new proposal appears on the proposals list.
Scheduling a Proposal
Once the proposals are approved by the facility team, you can schedule the date for the service.
- On the proposals list, find the approved proposal you wish to schedule and click Schedule. The page for providing a schedule date opens.
- On the Provide Scheduled Date page, select the scheduled date for your proposal. You can opt out to update the scheduled date of the related work order as well. Add your comments, if needed, and check the entered emails.
- Click Submit to schedule the proposal.
