ID#

System ID assigned to the proposal.
(not shown on a new, unsaved form)

Sales Rep

Name of the Sales Rep responsible for the proposal.

Proposal Date

Date the proposal was created.

Name of the account, populated from the Account record.

Address

Account’s address, from the Account view.

Email

Account’s general email address, from the Account View.

Phone

Account’s main phone number, from the Account View.

Fax

Account’s main fax number, from the Account View.

Account’s Sales Contact, from the Account View.

Goals

Goals of the proposal. Select or type in goal information.

·      Select a predefined goal from the drop-down list and click Add. The text appears in the field below. Additional goals may be added.

·      Type other goal information directly into the field.

Challenges

Challenges that must be met by this proposal. Select or type in information.

·      Select a predefined challenge from the drop-down list and click Add. The text appears in the field below. Additional challenges may be added.

·      Type other challenge information directly into the field.

Recommendations

Recommendations made in this proposal. Select or type in information.

·      Select a predefined recommendation from the drop-down list and click Add. The text appears in the field below. Additional recommendations may be added.

·      Type other information directly into the field.

Maintenance

Identify the maintenance arrangements for this proposal.

Type: Select the type of maintenance.

Base Bill: Select the billing cycle for base agreement.

Overage Bill: Select how often billing occurs for overages.

Start: Date to start billing.

#Months: Number of months.

Lease

If a lease is proposed, select a lease factor option from the pull-down list. With and Payment are populated based on the selection. Monthly$ will be populated based on the equipment selected and the target defined in Scenario.

Equipment

Identify the equipment that is being proposed. The first row must contain a primary piece of equipment. Once the required fields of that row are filled, you can add other items. You may use the Tab key to move to the next field or you may click on a field. A horizontal scroll bar exists (above buttons) if your company’s form has more fields than fit on the page.
Note: The fields in your company’s form may be different than the sample form.

·      Use the pull-down list in TYPE to select the type of item (primary machine, accessory, supplies etc.). This field is required.

·      Use the pull-down list in CAT to select the product category of the item (such as Copier or FAX) so the selection list of models is reduced to a more manageable level. The field is optional.
The field may not be included on your company’s system.

·      Use the pull-down list in MFG to select the manufacturer of the item. This field is required.

·      Use the pull-down list in MODEL to select the equipment. Only the models of the selected manufacturer that are in the selected category (if any) will be displayed. This field is required.

·      Enter a value for QTY. The default is 1 for primary equipment. For accessories, the default is the quantity of primary equipment.

·      Use the pull-down list for COND to change the equipment’s condition. Options are New (default), Used, Ref (refurbished).

·      BUY$ (cost of the equipment), SELL$ (unit price the equipment is being sold for), and TOTAL$ are automatically populated/calculated.

·      Fields after Total$ are optional for service pricing level. They may include Fixed$, Vol-BW (black/white volume), Base-BW (black/white base rate), Over-BW (black/white overage charge), Vol-CLR (color volume), Base-CLR (color base rate), and Over-CLR (color overage charge), Vol-2C (2-color volume), Base-2C (2-color base rate), and Over-2C (2-color overage charge).

BUTTONS

Insert Above: Click in a row and click this button to add a new row above the selected row.

Insert Below: Click in a row and click this button to add a new row below the selected row.

Remove: Click in a row and click this button to delete the selected row.

Adjustments

The SUBTOTAL field sums up all of the TOTAL$ fields from the equipment list.

The fields below SUBTOTAL are the adjustments fields. The fields shown for this section are defined by your company. Enter any credits or additional costs as needed.

The value in Grand Totals is automatically calculated.

Scenario

After equipment is selected, the fields in this section may be changed.

Click on the Target Profit Margin checkbox to set a target percentage different from the default.

For leases, you can click the Target Payment checkbox and set a monthly payment. The set value affects the Lease Monthly$ and Equipment List SELL$ fields.

Resulting Profit displays the profit in dollars, based on the equipment and target.
Resulting Profit Margin displays the profit margin percentage (either the specified target margin or the percentage calculated based on the target payment)
Note: This section may not exist if your company does not use it.