Efficiently managing quotes and proposals is crucial for seamless customer engagement and effective project planning. Zuper provides a unified platform to create, customize, and track quotes and proposals effortlessly. These tools help businesses outline their service offerings, streamline the approval process, and transform opportunities into actionable tasks. With a centralized approach, you can efficiently handle your quotes and proposals while maintaining visibility over their status and progress. This guide will help you understand how to access the Proposals and Quotes listing page, perform key actions, and manage proposal details effectively.

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Accessing the Quotes/Proposal listing page

Navigation: Accounting -> Quotes —> Quotes listing page
  • Select the “Accounting” module from the left navigation menu and choose “Quotes.”
You will land on the Listing page. The listing page provides a comprehensive view of all your quotes and proposals, including essential details such as their creation date, customer information, and status.

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Exploring the listing page

The quotes and proposals listing page is designed to help you stay organized and quickly access the information you need. It includes the following elements. Summary Cards: On the top of the listing page, you’ll see summary cards displaying high-level information about your proposals and quotes. Each card highlights details such as:
  • Total number of quotes
  • Drafts, sent quotes, and their total value
  • Approved, declined, and canceled proposals. These cards provide a quick overview of your progress and help you identify areas that may need attention.
Customization options: You can customize the listing page to match your preferences. To do this:
  1. Select the Customize button at the top-right corner.
  2. Choose which fields to display.
  3. Drag and drop fields to rearrange them in the desired order.
Search bar and filtering: The search bar lets you locate specific quotes and proposals by entering keywords, customer names, or reference numbers. Additionally, filters help you refine your view based on criteria such as:
  • Customer name
  • Proposal status
  • Creation or expiration date
Creating a new proposal or quote: You can use the ”+ New” button on the Listing page to create either proposal or quote. Select Proposal or Quote. From there, you can enter all the details you need, like customer or organization information’s, parts, services, and more. Once everything is filled in, you’re all set to save and share the proposal/quote with your client for their approval. If you need a more detailed guide on how to create a quote, see Create a new proposal and Create a new Quote for a step-by-step walkthrough.

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Managing Proposal details

Once a proposal is created, the Proposal Details page becomes your go-to space for managing its lifecycle. The page is laid out in two columns, with the left side highlighting primary details and the right side offering contextual insights and quick actions.

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Left Panel

The left panel is the primary section where details are displayed. It includes the following elements.
  • Status update: You can view the current status of the proposal (e.g., Draft, Sent, Accepted) and manually update it as needed.
  • Customer information: You can review the billing details of the customer, including their address and the contact person’s information.
  • Proposal Options: You can view the options available to the customer, allowing them to choose between different configurations.
  • Templates and Notes: You can see the template used to create the proposal and review any additional notes.

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Right panel

The Right Panel provides you with contextual information and quick actions, organized into collapsible sections for easy navigation:
  • Quote Status: You can track the proposal’s status changes through timestamps and see who performed each action.
  • Organization and Contact: You can view the company information associated with the proposal.
  • Associated Records: You can view or associate various modules (e.g., Property, Project, Job, Contract) with the proposal. Use the “+” icon to add a module. You can quickly navigate to or manage associated records like organizations, properties, or projects using the provided links or icons.

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More actions

Managing proposals doesn’t stop at viewing details—you can take various actions to keep things moving. Things you can do are:

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Managing Quote details:

The Quote Details Page provides a comprehensive view of all information related to a specific quote, including customer details, product specifications, and associated records. The page uses a two-column layout: the Left Panel and the Right Panel, designed for easy navigation and quick actions.

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Left panel

The Left panel serves as the primary area for viewing the detailed breakdown of the quote. It includes the following sections:
  • Status Update: You can see the current status of the quote (e.g., Draft, Sent, Accepted) and manually update it.
  • Customer/Organisation Details: You can view the Billing Address for the customer and contact details of the customer or organization.
  • Product table: You can review a detailed breakdown of all items included in the quote, along with their prices.

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Right panel

The Right Panel displays contextual information and quick actions related to the quote. It includes the following sections:
  • Quote Status: You can view a timeline of the quote’s lifecycle, including timestamps and the user who performed each action.
  • Organization Details: You can see the company associated with the quote, along with the number of contacts and their location.
  • Associated Records: You can view or associate various modules (e.g., Property, Project, Job, Contract) with the quote. Use the “+” icon to add a module. You can quickly navigate to or manage associated records using the provided links or icons.

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More Actions

You can perform the following actions to manage quotes effectively: