Available in Sage 50 Premium Accounting and higher.
Proposals
Proposals let you enter proposals for a customer, then invoice them as projects or jobs are completed. Proposals can be printed, previewed, or sent via email. Once a proposal has been accepted by the customer, you can mark it as Accepted and it will be available for billing in Sales Invoicing. Quotes can also be converted to proposals. You can also apply or update the Status of the proposal.
Proposals work in conjunction with the Billing Method field in Job Costing as well. If you select Percent of Proposal as the Billing Method for a job, Sage 50 will automatically update the Estimated Revenues fields for your jobs as you enter and accept Proposals. You will also be able to use Progress Billing to bill your proposals as portions of jobs are completed. Tell me more about using Progress Billing.
Learn More
Entering
a Proposal for a customer
Did
you know you can customize this window, hiding fields you don't use?
Copying a proposal
You can create a new proposal by copying an existing one. Click the Copy button on the Proposals window.
Printing
or previewing proposals
Billing/converting/applying
proposals to a sales invoice
Using the Track It panel
You can use the Track It panel to update the tracking status of a proposal (pending, expired, etc.), including assigning it to a specific user or all users that have a specific role in your company.