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Proposal Summary

How to run and use the Proposal Summary Report

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Written by Ashok P
Updated over a month ago

The Proposal Summary report lists every Location, System, or Category within the project with its Install Price.

Installation Price is the Price + Labor + any Price Adjustments.

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This report lists your company information along with your logo, as well as the Client information at the top. That is then followed by totals for the grouping you chose.

In this example, the report was run "By Location."

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There is a Project subtotal after the last grouping lists.

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If you are using Miscellaneous Items they will list after the Project Subtotal.

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The last page of the Proposal reports, by default, lists the totals for Installation Price, Tax, and then the Grand Total.

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If you have Miscellaneous Items in the project, they will be listed after the Sales Tax line since these are not taxed.

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The Page footer contains the following fields: the Project Name, Project Number, Revision Number, Date, and Page Number.

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