Proposal (Forms)

The Print/Email tab lets you select the criteria you want to use to print the form.

Refresh List: Select this button to refresh the selection grid. You must select this button after opening the filter screen or making any changes to the filter selections to see the correct information in the grid.

Selection Grid: This grid shows all of the proposals that meet the filter selection criteria. Select the proposals that you want to print from the grid. All of the proposals are selected by default. You can manually select and deselect the proposals in the grid. You can also use the All and None links above the grid to select all of the proposals or deselect all of the proposals in the grid. You can change the sorting of the proposals in the grid by clicking on the heading of the column that you want to use to sort the proposals. The grid may contain links in the Amount fields. If so, you can click on the links to open the actual proposals.

Include proposals from: Select the date range for the proposals that you want to print. You can choose to print proposals within a standard amount of time such as Today, This Quarter, or This Year-to-Date. The date fields below the Include proposals from option will automatically fill with the dates that match the selected amount of time. You can also enter a date range if you do not want to use one of the standard date selections. Select Range in the Include proposals from option and then enter the beginning date and ending date of the range for the proposals that you want to print. Select All if you want to print proposals that are dated within the two open years.

Use this form: Select the form you want to print.

Customize this form: Select this link if you want to customize the selected form. The form will open in the Forms Design window.

Filter customers by: This allows you to further specify the proposals that you want to print.

Customer ID: If you want to print proposals for a particular customer or range of customers, enter the customer IDs here. If you want to filter for one customer, enter that customer's ID in both ID boxes. Leave this filter selection blank if you do not want to filter by customer ID.

Type: If you want to print proposals for a particular customer type or a range of customer types, select Range and then enter the customer types in the From and To boxes. If you want to filter for one type of customer, enter that type in both the From and To boxes. Customer types are specified for each customer on the Maintain Customers window. Select All if you do not want to filter by customer type.

Delivery Method: This filter option allows you to select proposals to print based on the customer's form delivery method. You can choose print only, email only, or both print and email. Delivery methods are specified for each customer on the Sales Info tab of the Maintain Customers window.

Filter proposals by: This allows you to further specify the proposals that you want to print.

Proposal status: You can select to print both open and closed proposals, only open proposals, or only closed proposals.

Acceptance status: You can select to print both accepted and unaccepted proposals, only accepted proposals, or only unaccepted proposals.

Proposal number: If you want to print a particular range of proposals, select The range below and then enter the beginning proposal number and the ending proposal number in the numbered fields. If you want to filter for one particular proposal, select The range below and enter that particular proposal number in both of the numbered fields. Select All if you do not want to filter by proposal number.

Include proposals with a drop shipment: Select this option if you want to print drop shipment proposals.