My Proposals

Updated February 2021

Purpose: To show existing proposals using various search options.  This is the primary and most efficient way to see which proposals are still “open” or pending conversion.

Menu Path:

• Go To Reports > Sales > Proposals
• Click on “My Proposals” from the Quick Link reports list on your current active dashboard view

 Search Criteria / Options:

• Company
• Sales Rep – this report will “default” to the logged in user but can be changed based on your user access.
• Product Type and Product
• Converted to Contract Y/N

• Selecting converted to contract = No will show only items in proposal status..

• Created before/after a certain date.
• E-Signature status (if applicable)

Results View / Attributes:

• If your search criteria includes both proposals and proposals that have been converted to contract – they will be grouped and sub-totaled  accordingly.
• You can “sort” or “group” the display results on any of the column headers by clicking within the column dropdown.

• Using the Actions Menu in the upper left you can also print or export this report.