Create a customer proposal, make it your own and keep every issued version.
Customer selling prices, excluding VAT. Equipment changes do not recalculate these allowances.
Changes apply to this draft. Save these settings as your shared defaults for new proposals. Published versions remain unchanged.
Move sections up or down. Price and scope always remain visible.
Staff previews are excluded. Visits indicate a visible browser page, not proof of who read it. Clicks record the enquiry button, not a sent email.
Use the proposal administrator key configured on the server. Never enter your ServiceM8 API key here.