User Guide/⚙️System Settings & Configurations/Proposal Configuration

Proposal Configuration

We’ve added default proposal configurations to your account to get you started. Review and update the configurations as needed.

Within the Proposal Configurations, you will find your firms internal discipline options. These can be set and edited within Global Lists.
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Refer to Lists to configure your firms internal disciplines.
Lists
 
Within the Proposal Configurations, you have 3 sets of configurations. These labels are not editable.
  1. Scope of Services - Defines what the firm will do and deliver as part of the engagement. This section should describe the specific services, deliverables, and responsibilities included in each project phase.
  1. Assumptions - States the conditions or expectations that must be true for the defined scope to remain valid. Assumptions help clarify dependencies or client responsibilities that may affect delivery.
  1. Exclusions - Clarifies what is not included in the proposal. This section prevents misunderstandings by identifying items outside the agreed scope of work.

Adding, Editing, or Deleting Proposal Configurations

Add default scoping lines for any phase of your proposal by
  1. Navigate to “System” > “Proposal Configuration”
  1. Select the appropriate Discipline from the left-hand options
  1. Add, edit or delete lines as applicable:
    1. To add a new line item: use the “Add Scope of Service” button or the three dots option under Actions
    2. To edit a line item: click within the content field and update your text. Click the check on the right hand to save.
    3. To delete a line: use the three dots option under Actions and click “Delete Item”
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You can also edit these on a individual project basis during the proposal creation process.