Customize and Share the Proposal

This article covers how to create and share the Proposal Document that you can share with your client. This document consists of a Cover Page, Terms and Conditions, a Room Plan, and a Scene Plan. 

  • The proposal document is found under the Proposal Screen proposal_screen_icon.png in Measure Mobile. 
  • To view the document after customizing it tap the PDF View button view_pdf_icon.png in the toolbar of the Proposal screen.

Video Tutorial

Formatting the Cover Page

Cover Page Example

(Click to Expand)

proposal_cover_page.png

The cover page information includes:

How To:

1. To format the information tap on an item. When it is highlighted in blue it is selected.

2. Use the right side section to adjust font style and text size. You can also change the position of items, such as the logo.

proposal_format_selection.png

 

Customizing the Document

  Tip: At the bottom of every page in the document is Customer Name, Quote/Order Number and the Date will always be displayed. 

Presentation - The overall look and layout
Paper Size:
Choose a paper size. This effects all pages. Measure Mobile supports paper sized Letter, Legal, Ledger, A3, and A4. For other paper sized please use Measure Desktop.
Layout:
Choose either portrait or landscape page orientation. This effects all pages.
Content - Plans and Other Information

proposal_cover_page_options.png

Show Company Name:
Company name appearing below the logo can be displayed or hidden
Show Line Quantities:
Include line quantities column
Show Line Amounts:
Include line amounts column
Show Unit Price
Include unit price column
Show Subtotals
Include material and service subtotals
Show Usages
On the Cover Page list which rooms the products are used in
Show Room Notes
Rooms notes will be displayed in the note section at the bottom of the Cover Page
Show Style Number
Show style number next to product name on Cover Page

proposal_room_plan_with_seams.png

Room Plan:
Choose to include or exclude this plan from the document
Show Seams
Display seams on the Room Plan
Room Name Size:
Edit the size of the room names as the appear on the Room/Seam Plans
Show 3D View:
Include 3D Scene Plan in the document. The last viewing angle in the 3D Viewer is what will be displayed in this plan.

proposal_3d_scene_plan.png

Include checklist:
Include the Checklist in the document

proposal_checklist.png

Include Photos:
Include attached photos in the document
Photos
Select Photos:
Deselect photos from being included in the document
Photo Layout:
Choose the page layout of selected photos
Photo Quality:
Adjusting photo image quality will effect the size of the document. This setting is sticky.

For information about how to attach photos to a Measure project please see the article Measure Mobile Notes and Photo Attachments.

Terms and Conditions

Terms and conditions are maintained in ROS under the Terms and Conditions Section.

1. Select Terms and Conditions at the bottom of the Content section

proposal_terms_and_conditions_step_1.png

2. Check any that you wish to include in the Proposal document

proposal_terms_and_conditions_step_2.png

Sharing the Document

Attach to Quote or Order in RFMS

From the Customization/View Screen tap the Send icon send_icon.png, from the options that appear at the bottom of the screen select Attach proposal document to...

proposal_attach_to_quote_or_order.png

Email

From the Customization/View Screen tap the Send icon send_icon.png, from the options that appear at the bottom of the screen select Email. The default email app on your device will be opened.

proposal_email.png

Download

iOS

1. From the Customization/View Screen tap the Send icon send_icon.png, from the options that appear at the bottom of the screen select Share

proposal_share_option.png

2. Select Save to Files

proposal_download_ios.png

 

Windows

1. From the Customization/View Screen tap the Save icon save_icon.png

2. Name and save the file from the Windows Save Menu that pops up.

download_proposal_document_windows.png

Print

iOS

1. From the Customization/View Screen tap the Send icon send_icon.png, from the options that appear at the bottom of the screen select Shareproposal_share_option.png

2. Select Print from the options proposal_print_ios.png

 

Windows

1. Tap the PDF View button view_pdf_icon.png in the toolbar of the Installation screen.

2. From the View Screen tap the print button print_icon.png

proposal_print_windows.png

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