For information on who can receive notifications when a client estimate is accepted or declined, check out our Estimate Accept/Decline Notifications via the Estimate sub-tab FAQ.


To send your client proposal:

 1. Click on the 'Generate Proposal' button, in the 'Estimate Versions' section.

 

2. This will bring up the Generate Proposal page. To the right are your Proposal Options – allowing you to change the layout and detail of your proposal, and preview your changes.  

Here you can:

  • Choose the option of creating an Estimate or a Quote
  • Set the number of working days your proposal is valid for – positioned below your logo to the top right
  • Change the proposal style – a number of different proposal layouts depending on the amount of detail you want to share, these are:
        - Minimal - Line Items (with Qty, UOM, Unit Price and Total)
        - Minimal without Prices - displays the Total Project Price only
        - Simple - displays the Category Name with Total Project Price only
        - Simple with Prices - displays the Category Name with Category Total, and Total Project Price
        - Streamlined - displays the Category Totals and Line Items (with totals only)
        - Streamlined No Pricing Lines - displays the Category Totals only i.e. hides pricing lines from the proposal
        - Detailed - displays the Category Totals, Category Names, Line Items (with UOM, Qty, and Total), and                 Total Project Price 
        - Full - displays the Category Totals, Category Names, Line Items (with UOM, Qty, and Unit Price), and             Total Project Price
  • Include Inclusions & Exclusions – displayed immediately below the Total Cost section
  • Include Scope of Works – located below each section’s Category Header
  • Show Markup Breakdown – located below the Total Cost (inc GST & Markup)
  • Show Markup % on Items – displayed on each inventory line entry
  • Show Raw Cost Pricing - displays the raw cost pricing on the proposal
  • Show Client Project Contingency – appearing as a % with a total cost including contingency, below the total cost amount


3. Once you have you're happy with your Proposal, there are two options to present it to your client.

Firstly, you can click on Send Proposal if your client has an email address loaded into their profile.

Alternatively, you can click on the dropdown arrow to the right, then Generate Proposal. This will display your proposal as a PDF where you are able to print the document to take along to a face to face meeting with your client.

 

If you have more than one client contact set up (your primary client contact, as well as any additional ‘secondary’ contacts), and each contact has their own notification email loaded – RAVE will send the proposal to both, and they will both have an option to then view that email.

An example of that proposal notification email is included below.  Your client can use the ‘Click to View’ button to go to the proposal where they can view the proposal, and accept or decline it.  

 

NOTE: If you click on the client’s ‘Click to View’ link while you are logged in to RAVE, you are going to receive an ‘unauthorized - not found’ message, because this link is for your client to access, and you can not log in as the client while you are still logged in to RAVE with your login.

Once the proposal is received, your client(s) can print it, and we also give them the option to either Accept or Decline the proposal as shown below.

 

  • If they choose to accept it, they can do so and also add a comment i.e. ‘please proceed asap’.
  • They can also add a comment if they decline it i.e. ‘it’s too expensive, please remove the outdoor landscaping portion of the proposal’


Once you have generated your proposal, you have the option to re-send the proposal instead of having to regenerate it. You will be able to preview the proposal and check the email address it will be sent to.


PLEASE NOTE: This will ONLY work if NO changes have been made to the estimate version/variation.



When you go back to RAVE, and ‘refresh’ your page, you will then have access to the ‘Client Acceptance History’. This tells you which of your clients accepted/declined the proposal, when they did so, and any comment added to the accepted/declined action. RAVE will also notify you of these details via email.


While the estimate has been accepted by your client, you are able to create a new version and change your markup/margin until you accept the estimate at the top of the page.


Once a proposal is generated - you’ll see that the proposal version is now locked, as shown below. Nobody can go through and change anything on a proposal version while it is locked.


However, if it needs to be unlocked or unaccepted, you can rewind it back again, using the ‘Undo Estimate Acceptance’ option via the Estimate Version’s 3 dot dropdown over to the right of that line. If you only want to unlock the active version, clicking on 'undo estimate acceptance' will also unlock it.



If you are wanting to unlock another Estimate Version that isn't active, you can click on the 3 dot drop-down, then 'unlock estimate version'

  

If you need to create a new version, you can click on 'Create New Version'. Clicking on the drop-down arrow will also give you the option to Duplicate from Current Version, Load from a Template or Load from a CSV File. You can then generate the proposal for this version and send it to your client.


Subsequently, you can load both versions into RAVE and accept the estimate. 

 

Once you click on 'Accept Estimate', we ask you whether you want to mark it as WON (if the clients 'opportunity' hasn't already been marked as WON) . Which will also lock the Estimate.

 

Once accepted, you will access additional viewing options – that is to view;

  • The Estimate Only
  • The Variations Only
  • The Estimate & Variations

 

From this point onwards any additional costs you add to the estimate will be added as a variation.




NOTE: Deleting a proposal is permanent, once it’s deleted we can’t bring it back, so RAVE will ask you to double-check the deletion first.  Generally, you would only delete a proposal if you have accidentally created a duplicate proposal or you have created too many proposal versions.



NOTE: For information on who can receive notifications when an estimate is accepted or declined, check out our Estimate Accept/Decline Notifications via the Estimate sub-tab FAQ.