When to Use New Proposal vs Quick Proposal

Sometimes, a customer is interested only in learning the price of the cabinets. If this is the case, you can speed up the process and skip the initial step 1. Simply click on the Quick Proposal button instead of the New Proposal.

Create a quick proposal
to create a quick proposal, click the Quick Proposal button

However, if you decide to save this Quick Proposal, you will be asked to enter data from the initial step of creating a proposal.

Enter data from the initial step
Enter data from the initial step

This is a quicker and simpler way to show the estimate to the customer who may not be a serious buyer but also leaves you an option to turn it into a New Proposal if your customer becomes a serious buyer.


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