Step 1 – Customer
Before creating a proposal the customer (or potential customer) needs to be set up in AlarmBiller. Select the customer that you will be creating a proposal for.
Step 2 – New Proposal
- Select the Proposal tab
- Click on the New Proposal button
Step 4 – Proposal Options
Once in the New Proposal screen there are a number of fields to select from, as shown below. Items, Parts and RMR items may all be added to the proposal. There is also an option to add attachments, such as picture of the install location.
Step 5 – Close Proposal
When Items and Parts are entered the amounts will auto-calculate. Click on the Save Proposal button to save the proposal.
Step 6 – Confirmation
After you click on the Save Proposal button a confirmation that the Proposal was added is provided.
Step 7A – Print Proposal
Once the proposal is saved there will be a Print button. Click on the Print button to generate a PDF of the proposal that will be downloaded by your web browser.
Step 7B – Email your proposal
Click on the Email button in the diagram above. The Proposal will be sent to the Contact Email stored in the Proposal. When complete you will receive a confirmation that the Proposal has been delivered.
Congratulations your proposal is complete!