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Creating a Proposal

Creating a proposal is one of the most common workflows in the system.
The proposal workflow is designed to be flexible, allowing you to create or select related records—such as clients, projects, and properties—without leaving the proposal screen.

A proposal can start with very little information and be built out incrementally.

Overview​

A proposal represents a formal scope of work and pricing for a project.

During this workflow, you can:

  • Create or select a client
  • Create or select a project
  • Add properties using the map
  • Build a detailed service breakdown
  • Convert proposal services into project services

This workflow intentionally avoids forcing a strict order—letting you fill in details as they become available.

Step 1: Open the Create Proposal Workflow​

You can start a proposal from:

  • A project view
  • A proposals list
  • A quick-add or popup action

The proposal editor opens as a multi-tab workflow, guiding you through the process.

Step 2: Proposal Information​

This tab establishes the proposal itself.

Required Fields​

  • Proposal Name

Optional Fields​

  • Description
  • Associated Project

You may either:

  • Select an existing project, or
  • Create a new project inline

If a new project is created here, it becomes immediately available throughout the system.

➡️ Related: Project

Step 3: Client / Contact​

Every proposal must be associated with a client.

Client Selection​

You can:

  • Select an existing client, or
  • Create a new client inline

When a client is selected, key details such as email, phone number, and billing address are displayed for reference.

➡️ Related: Client

Contact assignment for proposals may be expanded in future versions.

Step 4: Property (Optional)​

If the proposal involves a physical site, you can add one or more properties.

Adding a Property​

  • Draw geometry directly on the map
  • Save the property and link it to the selected project

Properties created here:

  • Are stored permanently
  • Become available for jobs, GIS outputs, and reporting
  • Remain editable from the map

➡️ Related: Property

A project must exist before adding a property.

Step 5: Services​

This is where the proposal scope and pricing are defined.

Service Capabilities​

  • Add services individually or in groups
  • Nest services hierarchically
  • Define quantities, rates, and totals
  • Apply markup and pricing logic
  • Control billing behavior

At least one service is required to submit a proposal.

Step 6: Submit Proposal​

When submitting:

  • All required fields are validated
  • The proposal is saved
  • Proposal services are persisted
  • Optional: proposal services can be converted into project services

Proposal Status​

The proposal status is automatically set based on service handling and workflow state.

Inline Creation Behavior​

One of the defining features of this workflow is inline creation.

From within the proposal workflow, you can create:

  • Clients
  • Projects
  • Properties
  • Services

All records created inline:

  • Are immediately reusable
  • Follow the same validation rules
  • Do not require re-entry elsewhere

Editing an Existing Proposal​

Existing proposals can be reopened and edited.

When editing:

  • The same tabs and validation apply
  • Services can be added, removed, or reordered
  • Changes take effect immediately upon save

Key Rules & Validation​

  • A proposal must have:
    • A proposal name
    • A client
    • At least one service
  • A property requires a project
  • Validation occurs per-tab and on final submission

If required information is missing, the system highlights the missing fields and jumps you to the appropriate tab.

Summary​

The proposal workflow is designed to mirror how real work happens.

Start with what you know, fill in details as you go, and let the system handle structure and validation behind the scenes.

Proposals act as the bridge between planning and execution, connecting clients, projects, properties, services, and billing into a single cohesive workflow.