Add a proposal

This help information explains how to start with a blank slate in Contractor Essentials. To add a ProPricer Contractor Edition Enterprise proposal with its estimates included, see Add a Proposal from CE.

1. In the navigation menu, click Proposals.

2. On the Proposals page, click Add > Add Proposal > (default) to create a proposal that is not based on a template.

   • If you already created a proposal template, you can select it to use its settings in your new proposal.
   • The proposal settings will open as a series of tabs. Required settings are marked with an asterisk *.
3. You must complete the settings under Properties first. When you're done, click Create.
4. Click the Pricing, Configuration, Estimates, Information, and Text tabs to complete the remaining settings.
5. Click Close.